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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 | $13,198 | $65,092-79.7% | $143,799-90.8% | $66,938-80.3% |
| Participation rate | 51.8% | 65.2%-13.5pp | 80.3%-28.6pp | 69.8%-18.1pp |
| Annual return | -21.24% | -11.14%-10.1pp | -0.04%-21.2pp | 1.58%-22.8pp |
| Employer contribution / active EE | $566 | $2,362-76.0% | $4,952-88.6% | $2,545-77.8% |
| Participant deferral / active EE | $624 | $2,920-78.6% | $5,638-88.9% | $4,238-85.3% |
| Admin fee / account holder | $463 | $502-7.8% | $14,677-96.8% | $594-21.9% |