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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 | $12,326 | $45,872-73.1% | $77,081-84.0% | $68,495-82.0% |
| Participation rate | 15.3% | 55.9%-40.7pp | 67.9%-52.7pp | 67.9%-52.6pp |
| Annual return | -21.60% | 1.73%-23.3pp | 42.33%-63.9pp | -7.84%-13.8pp |
| Employer contribution / active EE | $404 | $1,650-75.5% | $2,813-85.6% | $2,596-84.4% |
| Participant deferral / active EE | $739 | $2,963-75.1% | $4,428-83.3% | $4,028-81.7% |
| Admin fee / account holder | $550 | $3,041-81.9% | $5,427-89.9% | $5,403-89.8% |