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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 | $17,278 | $56,484-69.4% | $169,452-89.8% | $64,173-73.1% |
| Participation rate | 33.3% | 64.5%-31.2pp | 77.8%-44.4pp | 69.6%-36.2pp |
| Annual return | -9.41% | -1.55%-7.9pp | 1.83%-11.2pp | 7.63%-17.0pp |
| Employer contribution / active EE | $725 | $1,832-60.4% | $4,157-82.6% | $2,381-69.6% |
| Participant deferral / active EE | $1,034 | $3,448-70.0% | $5,277-80.4% | $3,470-70.2% |
| Admin fee / account holder | $302 | $4,174-92.8% | $9,110-96.7% | $4,887-93.8% |