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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 | $19,988 | $81,331-75.4% | $155,534-87.1% | $80,935-75.3% |
| Participation rate | 14.0% | 66.3%-52.3pp | 78.2%-64.2pp | 67.7%-53.7pp |
| Annual return | -0.22% | 33.37%-33.6pp | 64.92%-65.1pp | 35.66%-35.9pp |
| Employer contribution / active EE | $429 | $3,105-86.2% | $4,675-90.8% | $2,757-84.5% |
| Participant deferral / active EE | $486 | $3,454-85.9% | $5,630-91.4% | $4,299-88.7% |
| Admin fee / account holder | $8,877 | $7,999+11.0% | $15,900-44.2% | $6,924+28.2% |