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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 | $29,193 | $77,638-62.4% | $156,551-81.4% | $62,881-53.6% |
| Participation rate | 67.8% | 71.2%-3.4pp | 84.0%-16.2pp | 69.3%-1.5pp |
| Annual return | -1.80% | 50.33%-52.1pp | 32.23%-34.0pp | 20.14%-21.9pp |
| Employer contribution / active EE | $603 | $3,444-82.5% | $5,501-89.0% | $2,281-73.6% |
| Participant deferral / active EE | $684 | $3,046-77.5% | $4,871-86.0% | $3,203-78.6% |
| Admin fee / account holder | $1,296 | $5,561-76.7% | $13,028-90.1% | $4,296-69.8% |