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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 | $22,658 | $54,239-58.2% | $70,098-67.7% | $68,495-66.9% |
| Participation rate | 22.5% | 64.5%-42.0pp | 70.5%-48.0pp | 67.9%-45.4pp |
| Annual return | -31.65% | -13.87%-17.8pp | 190.76%-222.4pp | -7.84%-23.8pp |
| Employer contribution / active EE | $403 | $2,019-80.0% | $2,560-84.3% | $2,596-84.5% |
| Participant deferral / active EE | $695 | $2,957-76.5% | $3,849-82.0% | $4,028-82.8% |
| Admin fee / account holder | $973 | $4,691-79.3% | $6,266-84.5% | $5,403-82.0% |