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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 | $35,190 | $49,280-28.6% | $67,313-47.7% | $64,173-45.2% |
| Participation rate | 25.9% | 60.8%-34.9pp | 69.1%-43.2pp | 69.6%-43.6pp |
| Annual return | -15.03% | -1.39%-13.6pp | -4.08%-11.0pp | 7.63%-22.7pp |
| Employer contribution / active EE | $468 | $1,668-71.9% | $2,566-81.7% | $2,381-80.3% |
| Participant deferral / active EE | $510 | $2,484-79.5% | $3,568-85.7% | $3,470-85.3% |
| Admin fee / account holder | $1,760 | $3,863-54.4% | $4,507-60.9% | $4,887-64.0% |