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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 | $21,601 | $52,836-59.1% | $105,736-79.6% | $64,173-66.3% |
| Participation rate | 56.7% | 66.5%-9.9pp | 76.3%-19.7pp | 69.6%-12.9pp |
| Annual return | -13.78% | 14.30%-28.1pp | 6.27%-20.0pp | 7.63%-21.4pp |
| Employer contribution / active EE | $786 | $1,827-57.0% | $3,268-75.9% | $2,381-67.0% |
| Participant deferral / active EE | $963 | $2,545-62.2% | $4,080-76.4% | $3,470-72.2% |
| Admin fee / account holder | $1,512 | $3,959-61.8% | $6,913-78.1% | $4,887-69.1% |