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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 | $11,502 | $73,839-84.4% | $143,788-92.0% | $68,495-83.2% |
| Participation rate | 29.7% | 66.7%-36.9pp | 80.3%-50.6pp | 67.9%-38.2pp |
| Annual return | -25.21% | 1.01%-26.2pp | -0.03%-25.2pp | -7.84%-17.4pp |
| Employer contribution / active EE | $404 | $3,184-87.3% | $4,952-91.8% | $2,596-84.4% |
| Participant deferral / active EE | $703 | $3,384-79.2% | $5,638-87.5% | $4,028-82.6% |
| Admin fee / account holder | $1,461 | $5,755-74.6% | $14,675-90.0% | $5,403-73.0% |