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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 | $14,385 | $45,312-68.3% | $86,233-83.3% | $67,986-78.8% |
| Participation rate | 15.2% | 42.4%-27.2pp | 69.0%-53.8pp | 57.2%-42.0pp |
| Annual return | -0.49% | 24.79%-25.3pp | 61.39%-61.9pp | 31.67%-32.2pp |
| Employer contribution / active EE | $197 | $1,160-83.0% | $2,504-92.1% | $2,019-90.2% |
| Participant deferral / active EE | $459 | $2,185-79.0% | $4,559-89.9% | $3,358-86.3% |
| Admin fee / account holder | $5,415 | $3,295+64.4% | $8,342-35.1% | $3,203+69.1% |