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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 | $13,986 | $53,162-73.7% | $91,225-84.7% | $68,486-79.6% |
| Participation rate | 16.1% | 63.2%-47.1pp | 73.2%-57.1pp | 67.9%-51.8pp |
| Annual return | -24.49% | -3.14%-21.3pp | 114.12%-138.6pp | -7.85%-16.6pp |
| Employer contribution / active EE | $408 | $1,709-76.1% | $2,851-85.7% | $2,597-84.3% |
| Participant deferral / active EE | $560 | $2,974-81.2% | $4,233-86.8% | $4,028-86.1% |
| Admin fee / account holder | $764 | $4,493-83.0% | $5,422-85.9% | $5,404-85.9% |