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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 | $19,400 | $64,719-70.0% | $112,249-82.7% | $68,486-71.7% |
| Participation rate | 58.5% | 67.2%-8.6pp | 75.1%-16.5pp | 67.9%-9.4pp |
| Annual return | -20.29% | -11.40%-8.9pp | 27.48%-47.8pp | -7.85%-12.4pp |
| Employer contribution / active EE | $2,353 | $2,747-14.3% | $3,636-35.3% | $2,597-9.4% |
| Participant deferral / active EE | $1,462 | $3,565-59.0% | $4,729-69.1% | $4,028-63.7% |
| Admin fee / account holder | $3,402 | $5,232-35.0% | $6,412-46.9% | $5,404-37.0% |