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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 | $19,963 | $96,558-79.3% | $80,977-75.3% | $273,972-92.7% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | -2.72% | 15.14%-17.9pp | 17.11%-19.8pp | 41.46%-44.2pp |
| Employer contribution / active EE | $551 | $4,869-88.7% | $3,715-85.2% | $4,869-88.7% |
| Participant deferral / active EE | $1,238 | $6,598-81.2% | $5,696-78.3% | $5,287-76.6% |
| Admin fee / account holder | $1,056 | $7,493-85.9% | $5,517-80.9% | $10,133-89.6% |