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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 | $23,800 | $62,586-62.0% | $76,766-69.0% | $64,181-62.9% |
| Participation rate | 28.1% | 72.8%-44.7pp | 77.0%-48.8pp | 69.6%-41.4pp |
| Annual return | -10.15% | -1.95%-8.2pp | 2.43%-12.6pp | 7.63%-17.8pp |
| Employer contribution / active EE | $609 | $1,832-66.7% | $2,485-75.5% | $2,381-74.4% |
| Participant deferral / active EE | $1,381 | $3,145-56.1% | $3,851-64.2% | $3,470-60.2% |
| Admin fee / account holder | $547 | $4,667-88.3% | $6,675-91.8% | $4,887-88.8% |