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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 | $38,799 | $46,697-16.9% | $117,529-67.0% | $68,490-43.4% |
| Participation rate | 7.7% | 56.8%-49.1pp | 70.6%-62.9pp | 67.9%-60.2pp |
| Annual return | -21.45% | -14.52%-6.9pp | 29.77%-51.2pp | -7.85%-13.6pp |
| Employer contribution / active EE | $389 | $1,506-74.1% | $4,179-90.7% | $2,597-85.0% |
| Participant deferral / active EE | $497 | $2,637-81.2% | $4,072-87.8% | $4,028-87.7% |
| Admin fee / account holder | $664 | $4,023-83.5% | $5,645-88.2% | $5,403-87.7% |