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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 | $22,199 | $59,813-62.9% | $79,580-72.1% | $68,486-67.6% |
| Participation rate | 13.0% | 61.1%-48.0pp | 69.5%-56.4pp | 67.9%-54.8pp |
| Annual return | -21.15% | -12.30%-8.9pp | 0.15%-21.3pp | -7.85%-13.3pp |
| Employer contribution / active EE | $919 | $1,505-39.0% | $2,413-61.9% | $2,597-64.6% |
| Participant deferral / active EE | $1,024 | $3,024-66.2% | $3,985-74.3% | $4,028-74.6% |
| Admin fee / account holder | $3,635 | $4,835-24.8% | $6,835-46.8% | $5,404-32.7% |