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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 | $14,274 | $31,109-54.1% | $67,704-78.9% | $52,331-72.7% |
| Participation rate | 17.0% | 54.0%-37.0pp | 67.5%-50.5pp | 68.1%-51.1pp |
| Annual return | -3.69% | 23.70%-27.4pp | 25.41%-29.1pp | 4.54%-8.2pp |
| Employer contribution / active EE | $310 | $1,076-71.1% | $2,559-87.9% | $1,882-83.5% |
| Participant deferral / active EE | $589 | $1,970-70.1% | $3,585-83.6% | $3,022-80.5% |
| Admin fee / account holder | $3,078 | $466+560.5% | $4,255-27.7% | $592+420.3% |