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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 | $15,200 | $77,638-80.4% | $156,551-90.3% | $62,881-75.8% |
| Participation rate | 41.7% | 71.2%-29.5pp | 84.0%-42.3pp | 69.3%-27.6pp |
| Annual return | -1.57% | 50.33%-51.9pp | 32.23%-33.8pp | 20.14%-21.7pp |
| Employer contribution / active EE | $437 | $3,444-87.3% | $5,501-92.1% | $2,281-80.8% |
| Participant deferral / active EE | $463 | $3,046-84.8% | $4,871-90.5% | $3,203-85.5% |
| Admin fee / account holder | $2,561 | $5,561-53.9% | $13,028-80.3% | $4,296-40.4% |