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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 | $14,375 | $54,357-73.6% | $82,706-82.6% | $68,495-79.0% |
| Participation rate | 60.6% | 63.9%-3.3pp | 72.6%-12.0pp | 67.9%-7.3pp |
| Annual return | -19.99% | -13.67%-6.3pp | 701.76%-721.8pp | -7.84%-12.2pp |
| Employer contribution / active EE | $364 | $2,218-83.6% | $3,007-87.9% | $2,596-86.0% |
| Participant deferral / active EE | $630 | $3,246-80.6% | $4,394-85.7% | $4,028-84.3% |
| Admin fee / account holder | $757 | $4,396-82.8% | $5,329-85.8% | $5,403-86.0% |