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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 | $27,489 | $73,009-62.3% | $90,760-69.7% | $68,486-59.9% |
| Participation rate | 38.8% | 70.8%-32.0pp | 75.7%-36.9pp | 67.9%-29.1pp |
| Annual return | -19.45% | -13.81%-5.6pp | -12.16%-7.3pp | -7.85%-11.6pp |
| Employer contribution / active EE | $613 | $2,193-72.1% | $2,922-79.0% | $2,597-76.4% |
| Participant deferral / active EE | $831 | $3,626-77.1% | $4,565-81.8% | $4,028-79.4% |
| Admin fee / account holder | $2,371 | $5,896-59.8% | $8,444-71.9% | $5,404-56.1% |