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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 | $18,267 | $45,872-60.2% | $77,081-76.3% | $68,495-73.3% |
| Participation rate | 39.3% | 55.9%-16.6pp | 67.9%-28.6pp | 67.9%-28.6pp |
| Annual return | -28.51% | 1.73%-30.2pp | 42.33%-70.8pp | -7.84%-20.7pp |
| Employer contribution / active EE | $372 | $1,650-77.5% | $2,813-86.8% | $2,596-85.7% |
| Participant deferral / active EE | $535 | $2,963-81.9% | $4,428-87.9% | $4,028-86.7% |
| Admin fee / account holder | $369 | $3,041-87.9% | $5,427-93.2% | $5,403-93.2% |