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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 | $21,685 | $64,719-66.5% | $112,249-80.7% | $68,486-68.3% |
| Participation rate | 59.6% | 67.2%-7.5pp | 75.1%-15.4pp | 67.9%-8.3pp |
| Annual return | -20.82% | -11.40%-9.4pp | 27.48%-48.3pp | -7.85%-13.0pp |
| Employer contribution / active EE | $2,211 | $2,747-19.5% | $3,636-39.2% | $2,597-14.8% |
| Participant deferral / active EE | $1,042 | $3,565-70.8% | $4,729-78.0% | $4,028-74.1% |
| Admin fee / account holder | $930 | $5,232-82.2% | $6,412-85.5% | $5,404-82.8% |