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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 | $25,968 | $59,834-56.6% | $79,576-67.4% | $68,495-62.1% |
| Participation rate | 60.7% | 61.1%-0.3pp | 69.5%-8.8pp | 67.9%-7.2pp |
| Annual return | -21.72% | -12.30%-9.4pp | 0.15%-21.9pp | -7.84%-13.9pp |
| Employer contribution / active EE | $685 | $1,505-54.5% | $2,413-71.6% | $2,596-73.6% |
| Participant deferral / active EE | $976 | $3,024-67.7% | $3,985-75.5% | $4,028-75.8% |
| Admin fee / account holder | $355 | $4,835-92.7% | $6,834-94.8% | $5,403-93.4% |