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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 | $16,372 | $46,697-64.9% | $117,533-86.1% | $68,486-76.1% |
| Participation rate | 45.8% | 56.8%-10.9pp | 70.6%-24.8pp | 67.9%-22.1pp |
| Annual return | -25.43% | -14.52%-10.9pp | 29.77%-55.2pp | -7.85%-17.6pp |
| Employer contribution / active EE | $3,935 | $1,506+161.3% | $4,179-5.9% | $2,597+51.5% |
| Participant deferral / active EE | $233 | $2,637-91.2% | $4,072-94.3% | $4,028-94.2% |
| Admin fee / account holder | $490 | $4,023-87.8% | $5,647-91.3% | $5,404-90.9% |