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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 | $15,189 | $65,125-76.7% | $143,797-89.4% | $66,949-77.3% |
| Participation rate | 20.5% | 65.2%-44.7pp | 80.3%-59.8pp | 69.8%-49.3pp |
| Annual return | -29.12% | -11.13%-18.0pp | -0.04%-29.1pp | 1.57%-30.7pp |
| Employer contribution / active EE | $609 | $2,362-74.2% | $4,952-87.7% | $2,545-76.1% |
| Participant deferral / active EE | $673 | $2,920-76.9% | $5,638-88.1% | $4,239-84.1% |
| Admin fee / account holder | $479 | $503-4.7% | $14,679-96.7% | $594-19.3% |