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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 | $34,546 | $49,177-29.8% | $79,467-56.5% | $64,173-46.2% |
| Participation rate | 30.4% | 65.0%-34.6pp | 73.3%-42.9pp | 69.6%-39.1pp |
| Annual return | -8.77% | -1.16%-7.6pp | 718.30%-727.1pp | 7.63%-16.4pp |
| Employer contribution / active EE | $311 | $2,076-85.0% | $2,800-88.9% | $2,381-86.9% |
| Participant deferral / active EE | $634 | $2,821-77.5% | $3,704-82.9% | $3,470-81.7% |
| Admin fee / account holder | $2,177 | $3,839-43.3% | $5,104-57.3% | $4,887-55.5% |