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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 | $28,242 | $77,816-63.7% | $123,552-77.1% | $64,173-56.0% |
| Participation rate | 31.6% | 74.7%-43.1pp | 82.3%-50.6pp | 69.6%-37.9pp |
| Annual return | -11.13% | 12.49%-23.6pp | 119.20%-130.3pp | 7.63%-18.8pp |
| Employer contribution / active EE | $669 | $3,014-77.8% | $4,628-85.5% | $2,381-71.9% |
| Participant deferral / active EE | $962 | $5,240-81.6% | $6,426-85.0% | $3,470-72.3% |
| Admin fee / account holder | $9,385 | $5,519+70.1% | $9,285+1.1% | $4,887+92.0% |