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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 | $14,792 | $42,910-65.5% | $60,919-75.7% | $68,490-78.4% |
| Participation rate | 50.0% | 66.8%-16.8pp | 73.1%-23.1pp | 67.9%-17.9pp |
| Annual return | -19.75% | -13.99%-5.8pp | 16.96%-36.7pp | -7.85%-11.9pp |
| Employer contribution / active EE | $1,430 | $1,978-27.7% | $2,704-47.1% | $2,597-44.9% |
| Participant deferral / active EE | $853 | $2,866-70.3% | $3,814-77.7% | $4,028-78.8% |
| Admin fee / account holder | $3,466 | $3,104+11.7% | $3,228+7.4% | $5,403-35.8% |