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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 | $15,957 | $42,396-62.4% | $67,313-76.3% | $56,287-71.7% |
| Participation rate | 15.6% | 61.0%-45.4pp | 69.1%-53.5pp | 69.9%-54.3pp |
| Annual return | -9.66% | -36.63%+27.0pp | -4.08%-5.6pp | -9.96%+0.3pp |
| Employer contribution / active EE | $351 | $1,414-75.2% | $2,566-86.3% | $2,111-83.4% |
| Participant deferral / active EE | $782 | $2,360-66.9% | $3,568-78.1% | $3,350-76.7% |
| Admin fee / account holder | $575 | $510+12.8% | $4,507-87.2% | $521+10.4% |