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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 | $12,405 | $43,333-71.4% | $59,883-79.3% | $64,181-80.7% |
| Participation rate | 42.5% | 69.2%-26.7pp | 74.7%-32.2pp | 69.6%-27.1pp |
| Annual return | -7.14% | -1.55%-5.6pp | 3.46%-10.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $368 | $2,029-81.8% | $2,722-86.5% | $2,381-84.5% |
| Participant deferral / active EE | $607 | $2,547-76.1% | $3,402-82.1% | $3,470-82.5% |
| Admin fee / account holder | $750 | $3,006-75.0% | $3,591-79.1% | $4,887-84.6% |