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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 | $24,412 | $63,471-61.5% | $68,803-64.5% | $66,949-63.5% |
| Participation rate | 15.3% | 60.0%-44.7pp | 69.0%-53.8pp | 69.8%-54.6pp |
| Annual return | -20.18% | -8.29%-11.9pp | -6.37%-13.8pp | 1.57%-21.8pp |
| Employer contribution / active EE | $589 | $1,776-66.8% | $2,656-77.8% | $2,545-76.9% |
| Participant deferral / active EE | $908 | $2,946-69.2% | $3,942-77.0% | $4,239-78.6% |
| Admin fee / account holder | $1,806 | $578+212.6% | $4,936-63.4% | $594+204.3% |