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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 | $16,053 | $73,848-78.3% | $143,799-88.8% | $68,486-76.6% |
| Participation rate | 30.8% | 66.7%-35.9pp | 80.3%-49.5pp | 67.9%-37.1pp |
| Annual return | -24.14% | 0.91%-25.1pp | -0.04%-24.1pp | -7.85%-16.3pp |
| Employer contribution / active EE | $574 | $3,184-82.0% | $4,952-88.4% | $2,597-77.9% |
| Participant deferral / active EE | $701 | $3,385-79.3% | $5,638-87.6% | $4,028-82.6% |
| Admin fee / account holder | $1,176 | $5,755-79.6% | $14,677-92.0% | $5,404-78.2% |