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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 | $21,668 | $88,996-75.7% | $78,004-72.2% | $138,895-84.4% |
| Participation rate | 33.3% | 74.4%-41.0pp | 69.4%-36.1pp | 79.9%-46.6pp |
| Annual return | -7.26% | 28.03%-35.3pp | 31.07%-38.3pp | 145.39%-152.7pp |
| Employer contribution / active EE | $551 | $2,917-81.1% | $2,469-77.7% | $4,194-86.9% |
| Participant deferral / active EE | $814 | $4,724-82.8% | $4,092-80.1% | $6,396-87.3% |
| Admin fee / account holder | $5,147 | $8,807-41.6% | $7,578-32.1% | $12,562-59.0% |