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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 | $26,313 | $50,947-48.4% | $74,549-64.7% | $64,173-59.0% |
| Participation rate | 20.6% | 61.1%-40.5pp | 69.1%-48.6pp | 69.6%-49.0pp |
| Annual return | -10.31% | -1.85%-8.5pp | 32.53%-42.8pp | 7.63%-17.9pp |
| Employer contribution / active EE | $313 | $1,115-71.9% | $1,961-84.0% | $2,381-86.8% |
| Participant deferral / active EE | $856 | $2,302-62.8% | $3,108-72.5% | $3,470-75.3% |
| Admin fee / account holder | $359 | $4,221-91.5% | $5,059-92.9% | $4,887-92.7% |