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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 | $19,419 | $25,723-24.5% | $69,182-71.9% | $55,167-64.8% |
| Participation rate | 11.8% | 39.4%-27.7pp | 55.1%-43.4pp | 69.0%-57.2pp |
| Annual return | 4.60% | 9.56%-5.0pp | -21.93%+26.5pp | 169.23%-164.6pp |
| Employer contribution / active EE | $169 | $480-64.9% | $1,206-86.0% | $1,963-91.4% |
| Participant deferral / active EE | $262 | $963-72.8% | $1,897-86.2% | $3,054-91.4% |
| Admin fee / account holder | $396 | $365+8.5% | $2,697-85.3% | $504-21.5% |