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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 | $16,879 | $40,275-58.1% | $57,356-70.6% | $59,633-71.7% |
| Participation rate | 44.7% | 69.1%-24.4pp | 75.1%-30.3pp | 68.7%-23.9pp |
| Annual return | -3.84% | 27.52%-31.4pp | 24.41%-28.3pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $341 | $1,921-82.3% | $2,689-87.3% | $2,203-84.5% |
| Participant deferral / active EE | $414 | $2,400-82.7% | $3,162-86.9% | $3,192-87.0% |
| Admin fee / account holder | $949 | $2,820-66.3% | $3,357-71.7% | $4,297-77.9% |