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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 | $17,486 | $43,730-60.0% | $121,220-85.6% | $64,173-72.8% |
| Participation rate | 37.9% | 58.3%-20.4pp | 71.8%-33.8pp | 69.6%-31.6pp |
| Annual return | -32.79% | 68.94%-101.7pp | 16.94%-49.7pp | 7.63%-40.4pp |
| Employer contribution / active EE | $261 | $1,297-79.9% | $4,023-93.5% | $2,381-89.0% |
| Participant deferral / active EE | $540 | $2,281-76.3% | $3,345-83.9% | $3,470-84.4% |
| Admin fee / account holder | $1,748 | $3,502-50.1% | $5,021-65.2% | $4,887-64.2% |