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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 | $19,451 | $58,587-66.8% | $83,322-76.7% | $64,173-69.7% |
| Participation rate | 31.0% | 72.0%-41.0pp | 77.8%-46.7pp | 69.6%-38.5pp |
| Annual return | -8.54% | 9.65%-18.2pp | 10.64%-19.2pp | 7.63%-16.2pp |
| Employer contribution / active EE | $737 | $2,098-64.9% | $3,379-78.2% | $2,381-69.0% |
| Participant deferral / active EE | $943 | $4,654-79.7% | $5,565-83.1% | $3,470-72.8% |
| Admin fee / account holder | $3,663 | $9,279-60.5% | $7,540-51.4% | $4,887-25.0% |