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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 | $29,842 | $73,863-59.6% | $143,797-79.2% | $68,490-56.4% |
| Participation rate | 47.3% | 66.7%-19.4pp | 80.3%-33.0pp | 67.9%-20.6pp |
| Annual return | -30.47% | 0.91%-31.4pp | -0.04%-30.4pp | -7.85%-22.6pp |
| Employer contribution / active EE | $508 | $3,185-84.1% | $4,952-89.7% | $2,597-80.4% |
| Participant deferral / active EE | $623 | $3,385-81.6% | $5,638-88.9% | $4,028-84.5% |
| Admin fee / account holder | $582 | $5,756-89.9% | $14,679-96.0% | $5,403-89.2% |