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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 | $22,338 | $59,819-62.7% | $79,583-71.9% | $68,490-67.4% |
| Participation rate | 38.5% | 61.1%-22.6pp | 69.5%-31.0pp | 67.9%-29.4pp |
| Annual return | -27.82% | -12.30%-15.5pp | 0.16%-28.0pp | -7.85%-20.0pp |
| Employer contribution / active EE | $2,127 | $1,505+41.3% | $2,414-11.9% | $2,597-18.1% |
| Participant deferral / active EE | $65 | $3,025-97.8% | $3,986-98.4% | $4,028-98.4% |
| Admin fee / account holder | $8,112 | $4,835+67.8% | $6,835+18.7% | $5,403+50.1% |