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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 | $23,408 | $49,177-52.4% | $79,467-70.5% | $64,173-63.5% |
| Participation rate | 17.4% | 65.0%-47.6pp | 73.3%-56.0pp | 69.6%-52.2pp |
| Annual return | -11.50% | -1.16%-10.3pp | 718.30%-729.8pp | 7.63%-19.1pp |
| Employer contribution / active EE | $422 | $2,076-79.7% | $2,800-84.9% | $2,381-82.3% |
| Participant deferral / active EE | $498 | $2,821-82.4% | $3,704-86.6% | $3,470-85.7% |
| Admin fee / account holder | $546 | $3,839-85.8% | $5,104-89.3% | $4,887-88.8% |