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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 | $12,039 | $73,863-83.7% | $143,797-91.6% | $68,490-82.4% |
| Participation rate | 46.2% | 66.7%-20.5pp | 80.3%-34.2pp | 67.9%-21.7pp |
| Annual return | -20.00% | 0.91%-20.9pp | -0.04%-20.0pp | -7.85%-12.1pp |
| Employer contribution / active EE | $626 | $3,185-80.3% | $4,952-87.4% | $2,597-75.9% |
| Participant deferral / active EE | $871 | $3,385-74.3% | $5,638-84.5% | $4,028-78.4% |
| Admin fee / account holder | $616 | $5,756-89.3% | $14,679-95.8% | $5,403-88.6% |