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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 | $18,236 | $59,819-69.5% | $79,583-77.1% | $68,490-73.4% |
| Participation rate | 69.4% | 61.1%+8.4pp | 69.5%0pp | 67.9%+1.5pp |
| Annual return | -21.37% | -12.30%-9.1pp | 0.16%-21.5pp | -7.85%-13.5pp |
| Employer contribution / active EE | $511 | $1,505-66.0% | $2,414-78.8% | $2,597-80.3% |
| Participant deferral / active EE | $948 | $3,025-68.7% | $3,986-76.2% | $4,028-76.5% |
| Admin fee / account holder | $8,986 | $4,835+85.8% | $6,835+31.5% | $5,403+66.3% |