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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 | $15,809 | $45,865-65.5% | $40,757-61.2% | $125,389-87.4% |
| Participation rate | 68.8% | 84.2%-15.4pp | 79.3%-10.5pp | 83.2%-14.4pp |
| Annual return | -7.79% | -1.32%-6.5pp | -0.50%-7.3pp | 282.24%-290.0pp |
| Employer contribution / active EE | $5,369 | $3,697+45.3% | $3,004+78.7% | $4,866+10.3% |
| Participant deferral / active EE | $0 | $4,199-100.0% | $3,485-100.0% | $5,352-100.0% |
| Admin fee / account holder | $789 | $5,763-86.3% | $4,272-81.5% | $9,541-91.7% |