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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 | $36,267 | $45,872-20.9% | $77,081-53.0% | $68,495-47.1% |
| Participation rate | 6.9% | 55.9%-49.0pp | 67.9%-61.0pp | 67.9%-61.0pp |
| Annual return | -20.38% | 1.73%-22.1pp | 42.33%-62.7pp | -7.84%-12.5pp |
| Employer contribution / active EE | $271 | $1,650-83.6% | $2,813-90.4% | $2,596-89.6% |
| Participant deferral / active EE | $605 | $2,963-79.6% | $4,428-86.3% | $4,028-85.0% |
| Admin fee / account holder | $597 | $3,041-80.4% | $5,427-89.0% | $5,403-89.0% |