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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 | $34,430 | $42,383-18.8% | $76,518-55.0% | $64,173-46.3% |
| Participation rate | 7.1% | 58.1%-51.0pp | 68.0%-60.9pp | 69.6%-62.4pp |
| Annual return | -9.57% | -16.54%+7.0pp | -0.27%-9.3pp | 7.63%-17.2pp |
| Employer contribution / active EE | $265 | $1,563-83.0% | $2,647-90.0% | $2,381-88.8% |
| Participant deferral / active EE | $681 | $2,566-73.5% | $3,836-82.2% | $3,470-80.4% |
| Admin fee / account holder | $1,291 | $3,198-59.6% | $4,849-73.4% | $4,887-73.6% |