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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 | $20,592 | $45,872-55.1% | $77,100-73.3% | $68,490-69.9% |
| Participation rate | 40.6% | 55.9%-15.3pp | 67.9%-27.3pp | 67.9%-27.3pp |
| Annual return | -22.56% | 1.73%-24.3pp | 42.35%-64.9pp | -7.85%-14.7pp |
| Employer contribution / active EE | $274 | $1,650-83.4% | $2,815-90.2% | $2,597-89.4% |
| Participant deferral / active EE | $699 | $2,963-76.4% | $4,430-84.2% | $4,028-82.7% |
| Admin fee / account holder | $2,622 | $3,041-13.8% | $5,443-51.8% | $5,403-51.5% |