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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 | $27,867 | $49,280-43.5% | $67,313-58.6% | $64,173-56.6% |
| Participation rate | 29.6% | 60.8%-31.2pp | 69.1%-39.5pp | 69.6%-39.9pp |
| Annual return | -9.54% | -1.39%-8.2pp | -4.08%-5.5pp | 7.63%-17.2pp |
| Employer contribution / active EE | $346 | $1,668-79.3% | $2,566-86.5% | $2,381-85.5% |
| Participant deferral / active EE | $561 | $2,484-77.4% | $3,568-84.3% | $3,470-83.8% |
| Admin fee / account holder | $1,366 | $3,863-64.6% | $4,507-69.7% | $4,887-72.1% |