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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 | $19,316 | $52,279-63.1% | $89,435-78.4% | $79,856-75.8% |
| Participation rate | 28.0% | 57.5%-29.5pp | 68.0%-40.0pp | 69.6%-41.6pp |
| Annual return | -0.15% | 22.16%-22.3pp | 245.55%-245.7pp | 31.71%-31.9pp |
| Employer contribution / active EE | $512 | $1,572-67.4% | $2,587-80.2% | $2,471-79.3% |
| Participant deferral / active EE | $574 | $2,740-79.1% | $3,890-85.2% | $3,741-84.7% |
| Admin fee / account holder | $4,766 | $3,356+42.0% | $4,884-2.4% | $5,306-10.2% |