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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 | $20,261 | $42,383-52.2% | $76,518-73.5% | $64,173-68.4% |
| Participation rate | 41.4% | 58.1%-16.7pp | 68.0%-26.6pp | 69.6%-28.1pp |
| Annual return | -9.51% | -16.54%+7.0pp | -0.27%-9.2pp | 7.63%-17.1pp |
| Employer contribution / active EE | $536 | $1,563-65.7% | $2,647-79.7% | $2,381-77.5% |
| Participant deferral / active EE | $663 | $2,566-74.2% | $3,836-82.7% | $3,470-80.9% |
| Admin fee / account holder | $2,606 | $3,198-18.5% | $4,849-46.2% | $4,887-46.7% |