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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 | $9,480 | $35,183-73.1% | $73,545-87.1% | $70,131-86.5% |
| Participation rate | 22.6% | 42.9%-20.3pp | 54.9%-32.3pp | 69.5%-46.9pp |
| Annual return | -45.73% | 26.90%-72.6pp | -15.16%-30.6pp | 73.14%-118.9pp |
| Employer contribution / active EE | $469 | $709-33.9% | $1,219-61.5% | $2,342-80.0% |
| Participant deferral / active EE | $219 | $1,220-82.0% | $1,806-87.9% | $3,332-93.4% |
| Admin fee / account holder | $377 | $2,302-83.6% | $2,320-83.8% | $4,645-91.9% |