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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 | $15,458 | $77,814-80.1% | $158,223-90.2% | $86,983-82.2% |
| Participation rate | 30.8% | 68.4%-37.6pp | 79.2%-48.4pp | 69.5%-38.8pp |
| Annual return | -0.10% | 30.54%-30.6pp | 52.09%-52.2pp | 25.83%-25.9pp |
| Employer contribution / active EE | $283 | $2,592-89.1% | $4,109-93.1% | $2,584-89.1% |
| Participant deferral / active EE | $633 | $3,270-80.6% | $5,467-88.4% | $4,194-84.9% |
| Admin fee / account holder | $1,622 | $5,879-72.4% | $16,047-89.9% | $7,856-79.4% |