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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 | $21,700 | $54,541-60.2% | $78,778-72.5% | $70,124-69.1% |
| Participation rate | 21.4% | 60.8%-39.4pp | 69.2%-47.8pp | 69.5%-48.1pp |
| Annual return | -3.63% | 21.07%-24.7pp | 35.62%-39.3pp | 73.14%-76.8pp |
| Employer contribution / active EE | $398 | $1,089-63.4% | $1,986-79.9% | $2,342-83.0% |
| Participant deferral / active EE | $597 | $2,210-73.0% | $2,958-79.8% | $3,332-82.1% |
| Admin fee / account holder | $968 | $3,709-73.9% | $5,134-81.2% | $4,645-79.2% |