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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 | $11,764 | $73,839-84.1% | $143,788-91.8% | $68,495-82.8% |
| Participation rate | 32.4% | 66.7%-34.2pp | 80.3%-47.9pp | 67.9%-35.5pp |
| Annual return | -21.29% | 1.01%-22.3pp | -0.03%-21.3pp | -7.84%-13.4pp |
| Employer contribution / active EE | $741 | $3,184-76.7% | $4,952-85.0% | $2,596-71.5% |
| Participant deferral / active EE | $749 | $3,384-77.9% | $5,638-86.7% | $4,028-81.4% |
| Admin fee / account holder | $915 | $5,755-84.1% | $14,675-93.8% | $5,403-83.1% |