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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 | $19,629 | $50,958-61.5% | $74,552-73.7% | $64,181-69.4% |
| Participation rate | 30.8% | 61.1%-30.3pp | 69.1%-38.4pp | 69.6%-38.8pp |
| Annual return | -8.89% | -1.86%-7.0pp | 32.53%-41.4pp | 7.63%-16.5pp |
| Employer contribution / active EE | $386 | $1,115-65.4% | $1,961-80.3% | $2,381-83.8% |
| Participant deferral / active EE | $541 | $2,301-76.5% | $3,108-82.6% | $3,470-84.4% |
| Admin fee / account holder | $809 | $4,223-80.8% | $5,060-84.0% | $4,887-83.5% |