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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 | $12,666 | $73,863-82.9% | $143,797-91.2% | $68,490-81.5% |
| Participation rate | 55.8% | 66.7%-10.8pp | 80.3%-24.5pp | 67.9%-12.1pp |
| Annual return | -23.56% | 0.91%-24.5pp | -0.04%-23.5pp | -7.85%-15.7pp |
| Employer contribution / active EE | $529 | $3,185-83.4% | $4,952-89.3% | $2,597-79.6% |
| Participant deferral / active EE | $594 | $3,385-82.5% | $5,638-89.5% | $4,028-85.3% |
| Admin fee / account holder | $904 | $5,756-84.3% | $14,679-93.8% | $5,403-83.3% |