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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 | $20,152 | $42,383-52.5% | $76,518-73.7% | $64,173-68.6% |
| Participation rate | 21.6% | 58.1%-36.6pp | 68.0%-46.4pp | 69.6%-48.0pp |
| Annual return | -14.67% | -16.54%+1.9pp | -0.27%-14.4pp | 7.63%-22.3pp |
| Employer contribution / active EE | $398 | $1,563-74.5% | $2,647-85.0% | $2,381-83.3% |
| Participant deferral / active EE | $720 | $2,566-71.9% | $3,836-81.2% | $3,470-79.2% |
| Admin fee / account holder | $429 | $3,198-86.6% | $4,849-91.2% | $4,887-91.2% |