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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 | $26,340 | $59,819-56.0% | $79,583-66.9% | $68,490-61.5% |
| Participation rate | 51.4% | 61.1%-9.7pp | 69.5%-18.1pp | 67.9%-16.5pp |
| Annual return | -20.54% | -12.30%-8.2pp | 0.16%-20.7pp | -7.85%-12.7pp |
| Employer contribution / active EE | $570 | $1,505-62.1% | $2,414-76.4% | $2,597-78.0% |
| Participant deferral / active EE | $1,020 | $3,025-66.3% | $3,986-74.4% | $4,028-74.7% |
| Admin fee / account holder | $1,345 | $4,835-72.2% | $6,835-80.3% | $5,403-75.1% |