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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 | $19,080 | $58,587-67.4% | $83,322-77.1% | $64,173-70.3% |
| Participation rate | 16.7% | 72.0%-55.4pp | 77.8%-61.1pp | 69.6%-52.9pp |
| Annual return | -15.47% | 9.65%-25.1pp | 10.64%-26.1pp | 7.63%-23.1pp |
| Employer contribution / active EE | $950 | $2,098-54.7% | $3,379-71.9% | $2,381-60.1% |
| Participant deferral / active EE | $1,350 | $4,654-71.0% | $5,565-75.7% | $3,470-61.1% |
| Admin fee / account holder | $703 | $9,279-92.4% | $7,540-90.7% | $4,887-85.6% |