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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 | $23,544 | $73,863-68.1% | $143,797-83.6% | $68,490-65.6% |
| Participation rate | 42.2% | 66.7%-24.4pp | 80.3%-38.1pp | 67.9%-25.7pp |
| Annual return | -31.26% | 0.91%-32.2pp | -0.04%-31.2pp | -7.85%-23.4pp |
| Employer contribution / active EE | $688 | $3,185-78.4% | $4,952-86.1% | $2,597-73.5% |
| Participant deferral / active EE | $626 | $3,385-81.5% | $5,638-88.9% | $4,028-84.5% |
| Admin fee / account holder | $1,790 | $5,756-68.9% | $14,679-87.8% | $5,403-66.9% |