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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 | $13,823 | $84,518-83.6% | $67,704-79.6% | $125,389-89.0% |
| Participation rate | 62.5% | 74.8%-12.3pp | 67.5%-5.0pp | 83.2%-20.7pp |
| Annual return | -25.06% | 2.57%-27.6pp | 25.41%-50.5pp | 282.24%-307.3pp |
| Employer contribution / active EE | $10,694 | $3,292+224.8% | $2,559+317.8% | $4,866+119.8% |
| Participant deferral / active EE | $0 | $4,430-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,695 | $5,340-68.3% | $4,255-60.2% | $9,541-82.2% |