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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 | $29,666 | $90,486-67.2% | $78,676-62.3% | $273,972-89.2% |
| Participation rate | 22.2% | 76.5%-54.3pp | 73.6%-51.3pp | 83.0%-60.8pp |
| Annual return | -12.11% | 75.62%-87.7pp | 62.19%-74.3pp | 41.46%-53.6pp |
| Employer contribution / active EE | $289 | $3,175-90.9% | $2,850-89.9% | $4,869-94.1% |
| Participant deferral / active EE | $103 | $3,901-97.4% | $3,517-97.1% | $5,287-98.1% |
| Admin fee / account holder | $329 | $5,263-93.7% | $4,510-92.7% | $10,133-96.8% |