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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 | $30,098 | $57,352-47.5% | $83,830-64.1% | $64,173-53.1% |
| Participation rate | 58.6% | 68.6%-10.0pp | 76.1%-17.5pp | 69.6%-10.9pp |
| Annual return | -8.76% | 11.38%-20.1pp | 850.97%-859.7pp | 7.63%-16.4pp |
| Employer contribution / active EE | $571 | $2,546-77.5% | $3,631-84.3% | $2,381-76.0% |
| Participant deferral / active EE | $695 | $2,993-76.8% | $4,082-83.0% | $3,470-80.0% |
| Admin fee / account holder | $671 | $4,046-83.4% | $5,479-87.8% | $4,887-86.3% |