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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 | $15,979 | $82,314-80.6% | $68,808-76.8% | $134,532-88.1% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -20.96% | -2.18%-18.8pp | -6.37%-14.6pp | 418.27%-439.2pp |
| Employer contribution / active EE | $813 | $3,301-75.4% | $2,656-69.4% | $4,741-82.9% |
| Participant deferral / active EE | $987 | $4,740-79.2% | $3,942-75.0% | $6,401-84.6% |
| Admin fee / account holder | $361 | $6,484-94.4% | $4,936-92.7% | $11,429-96.8% |