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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,010 | $62,583-53.6% | $76,767-62.2% | $64,173-54.8% |
| Participation rate | 16.2% | 72.8%-56.6pp | 77.0%-60.7pp | 69.6%-53.4pp |
| Annual return | -11.91% | -1.95%-10.0pp | 2.43%-14.3pp | 7.63%-19.5pp |
| Employer contribution / active EE | $421 | $1,832-77.0% | $2,485-83.1% | $2,381-82.3% |
| Participant deferral / active EE | $746 | $3,145-76.3% | $3,852-80.6% | $3,470-78.5% |
| Admin fee / account holder | $605 | $4,667-87.0% | $6,675-90.9% | $4,887-87.6% |