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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 | $10,932 | $64,311-83.0% | $57,356-80.9% | $125,389-91.3% |
| Participation rate | 66.7% | 78.6%-12.0pp | 75.1%-8.4pp | 83.2%-16.5pp |
| Annual return | -5.46% | 25.14%-30.6pp | 24.41%-29.9pp | 282.24%-287.7pp |
| Employer contribution / active EE | $591 | $3,193-81.5% | $2,689-78.0% | $4,866-87.9% |
| Participant deferral / active EE | $675 | $3,846-82.5% | $3,162-78.7% | $5,352-87.4% |
| Admin fee / account holder | $1,952 | $5,243-62.8% | $3,357-41.9% | $9,541-79.5% |