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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 | $29,263 | $73,848-60.4% | $143,799-79.6% | $68,486-57.3% |
| Participation rate | 11.1% | 66.7%-55.5pp | 80.3%-69.2pp | 67.9%-56.8pp |
| Annual return | -21.39% | 0.91%-22.3pp | -0.04%-21.3pp | -7.85%-13.5pp |
| Employer contribution / active EE | $416 | $3,184-87.0% | $4,952-91.6% | $2,597-84.0% |
| Participant deferral / active EE | $437 | $3,385-87.1% | $5,638-92.3% | $4,028-89.2% |
| Admin fee / account holder | $794 | $5,755-86.2% | $14,677-94.6% | $5,404-85.3% |