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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 | $16,961 | $69,012-75.4% | $160,009-89.4% | $68,486-75.2% |
| Participation rate | 32.1% | 65.4%-33.3pp | 78.0%-45.9pp | 67.9%-35.8pp |
| Annual return | -22.93% | -9.65%-13.3pp | 408.85%-431.8pp | -7.85%-15.1pp |
| Employer contribution / active EE | $462 | $2,212-79.1% | $4,225-89.1% | $2,597-82.2% |
| Participant deferral / active EE | $971 | $4,212-76.9% | $6,183-84.3% | $4,028-75.9% |
| Admin fee / account holder | $4,168 | $4,798-13.1% | $8,715-52.2% | $5,404-22.9% |