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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 | $14,003 | $49,177-71.5% | $79,466-82.4% | $64,173-78.2% |
| Participation rate | 30.4% | 65.0%-34.6pp | 73.3%-42.9pp | 69.6%-39.1pp |
| Annual return | -8.99% | -1.16%-7.8pp | 718.28%-727.3pp | 7.63%-16.6pp |
| Employer contribution / active EE | $389 | $2,076-81.2% | $2,800-86.1% | $2,381-83.6% |
| Participant deferral / active EE | $712 | $2,821-74.8% | $3,704-80.8% | $3,470-79.5% |
| Admin fee / account holder | $622 | $3,839-83.8% | $5,104-87.8% | $4,887-87.3% |