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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 | $20,734 | $73,839-71.9% | $143,788-85.6% | $68,495-69.7% |
| Participation rate | 30.0% | 66.7%-36.7pp | 80.3%-50.3pp | 67.9%-37.9pp |
| Annual return | -20.26% | 1.01%-21.3pp | -0.03%-20.2pp | -7.84%-12.4pp |
| Employer contribution / active EE | $591 | $3,184-81.4% | $4,952-88.1% | $2,596-77.2% |
| Participant deferral / active EE | $896 | $3,384-73.5% | $5,638-84.1% | $4,028-77.7% |
| Admin fee / account holder | $8,052 | $5,755+39.9% | $14,675-45.1% | $5,403+49.0% |