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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 | $24,719 | $53,162-53.5% | $91,227-72.9% | $68,490-63.9% |
| Participation rate | 28.6% | 63.2%-34.6pp | 73.2%-44.6pp | 67.9%-39.3pp |
| Annual return | -19.97% | -3.14%-16.8pp | 114.14%-134.1pp | -7.85%-12.1pp |
| Employer contribution / active EE | $617 | $1,709-63.9% | $2,851-78.3% | $2,597-76.2% |
| Participant deferral / active EE | $765 | $2,974-74.3% | $4,234-81.9% | $4,028-81.0% |
| Admin fee / account holder | $426 | $4,493-90.5% | $5,423-92.1% | $5,403-92.1% |