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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 | $24,366 | $62,586-61.1% | $76,766-68.3% | $64,181-62.0% |
| Participation rate | 30.0% | 72.8%-42.8pp | 77.0%-47.0pp | 69.6%-39.6pp |
| Annual return | -9.56% | -1.95%-7.6pp | 2.43%-12.0pp | 7.63%-17.2pp |
| Employer contribution / active EE | $470 | $1,832-74.3% | $2,485-81.1% | $2,381-80.3% |
| Participant deferral / active EE | $832 | $3,145-73.5% | $3,851-78.4% | $3,470-76.0% |
| Admin fee / account holder | $695 | $4,667-85.1% | $6,675-89.6% | $4,887-85.8% |