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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 | $25,787 | $92,219-72.0% | $76,767-66.4% | $135,380-81.0% |
| Participation rate | 61.5% | 79.8%-18.2pp | 77.0%-15.4pp | 82.6%-21.1pp |
| Annual return | -11.45% | 5.46%-16.9pp | 2.43%-13.9pp | 519.81%-531.3pp |
| Employer contribution / active EE | $1,287 | $3,216-60.0% | $2,485-48.2% | $4,779-73.1% |
| Participant deferral / active EE | $640 | $4,508-85.8% | $3,852-83.4% | $5,609-88.6% |
| Admin fee / account holder | $603 | $10,749-94.4% | $6,675-91.0% | $10,828-94.4% |