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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 | $8,031 | $67,352-88.1% | $60,899-86.8% | $134,509-94.0% |
| Participation rate | 38.1% | 76.2%-38.1pp | 73.1%-35.0pp | 81.2%-43.1pp |
| Annual return | -21.34% | 49.99%-71.3pp | 16.92%-38.3pp | 418.13%-439.5pp |
| Employer contribution / active EE | $523 | $3,098-83.1% | $2,702-80.6% | $4,741-89.0% |
| Participant deferral / active EE | $929 | $4,539-79.5% | $3,817-75.6% | $6,400-85.5% |
| Admin fee / account holder | $426 | $4,585-90.7% | $3,225-86.8% | $11,427-96.3% |