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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 | $40,429 | $48,235-16.2% | $68,803-41.2% | $68,490-41.0% |
| Participation rate | 11.3% | 60.7%-49.4pp | 69.0%-57.7pp | 67.9%-56.6pp |
| Annual return | -22.73% | -12.70%-10.0pp | -6.37%-16.4pp | -7.85%-14.9pp |
| Employer contribution / active EE | $468 | $1,829-74.4% | $2,656-82.4% | $2,597-82.0% |
| Participant deferral / active EE | $616 | $2,867-78.5% | $3,942-84.4% | $4,028-84.7% |
| Admin fee / account holder | $744 | $4,361-82.9% | $4,936-84.9% | $5,403-86.2% |