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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 | $42,542 | $46,697-8.9% | $117,529-63.8% | $68,490-37.9% |
| Participation rate | 26.1% | 56.8%-30.7pp | 70.6%-44.5pp | 67.9%-41.8pp |
| Annual return | -21.00% | -14.52%-6.5pp | 29.77%-50.8pp | -7.85%-13.1pp |
| Employer contribution / active EE | $358 | $1,506-76.2% | $4,179-91.4% | $2,597-86.2% |
| Participant deferral / active EE | $763 | $2,637-71.1% | $4,072-81.3% | $4,028-81.1% |
| Admin fee / account holder | $683 | $4,023-83.0% | $5,645-87.9% | $5,403-87.4% |