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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 | $28,178 | $43,344-35.0% | $59,899-53.0% | $64,173-56.1% |
| Participation rate | 25.5% | 69.2%-43.6pp | 74.7%-49.2pp | 69.6%-44.0pp |
| Annual return | -8.16% | -1.55%-6.6pp | 3.46%-11.6pp | 7.63%-15.8pp |
| Employer contribution / active EE | $419 | $2,030-79.3% | $2,723-84.6% | $2,381-82.4% |
| Participant deferral / active EE | $513 | $2,547-79.9% | $3,402-84.9% | $3,470-85.2% |
| Admin fee / account holder | $337 | $3,008-88.8% | $3,592-90.6% | $4,887-93.1% |