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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 | $17,545 | $35,485-50.6% | $74,549-76.5% | $55,725-68.5% |
| Participation rate | 32.5% | 62.5%-30.0pp | 69.1%-36.6pp | 70.9%-38.3pp |
| Annual return | -7.24% | 0.72%-8.0pp | 32.53%-39.8pp | 244.93%-252.2pp |
| Employer contribution / active EE | $514 | $777-33.9% | $1,961-73.8% | $2,078-75.3% |
| Participant deferral / active EE | $892 | $2,181-59.1% | $3,108-71.3% | $3,356-73.4% |
| Admin fee / account holder | $1,009 | $114+782.1% | $5,059-80.1% | $115+775.6% |