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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 | $23,088 | $48,267-52.2% | $68,808-66.4% | $68,486-66.3% |
| Participation rate | 44.3% | 60.7%-16.4pp | 69.0%-24.8pp | 67.9%-23.6pp |
| Annual return | -23.75% | -12.70%-11.1pp | -6.37%-17.4pp | -7.85%-15.9pp |
| Employer contribution / active EE | $507 | $1,829-72.3% | $2,656-80.9% | $2,597-80.5% |
| Participant deferral / active EE | $788 | $2,867-72.5% | $3,942-80.0% | $4,028-80.4% |
| Admin fee / account holder | $1,048 | $4,362-76.0% | $4,936-78.8% | $5,404-80.6% |