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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 | $22,448 | $33,067-32.1% | $76,518-70.7% | $56,289-60.1% |
| Participation rate | 5.8% | 55.4%-49.6pp | 68.0%-62.2pp | 69.9%-64.1pp |
| Annual return | -9.99% | 2.72%-12.7pp | -0.27%-9.7pp | -9.96%0pp |
| Employer contribution / active EE | $284 | $1,200-76.3% | $2,647-89.3% | $2,111-86.5% |
| Participant deferral / active EE | $493 | $2,240-78.0% | $3,836-87.2% | $3,350-85.3% |
| Admin fee / account holder | $2,482 | $537+362.2% | $4,849-48.8% | $521+376.4% |