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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 | $17,748 | $45,152-60.7% | $73,835-76.0% | $59,633-70.2% |
| Participation rate | 32.0% | 64.0%-32.0pp | 73.4%-41.4pp | 68.7%-36.7pp |
| Annual return | -4.87% | 27.40%-32.3pp | 2268.13%-2273.0pp | 2041.40%-2046.3pp |
| Employer contribution / active EE | $398 | $1,901-79.1% | $2,788-85.7% | $2,203-81.9% |
| Participant deferral / active EE | $249 | $2,573-90.3% | $3,583-93.0% | $3,192-92.2% |
| Admin fee / account holder | $345 | $3,515-90.2% | $4,880-92.9% | $4,297-92.0% |