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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 | $15,771 | $65,083-75.8% | $143,788-89.0% | $66,930-76.4% |
| Participation rate | 17.5% | 65.2%-47.7pp | 80.3%-62.8pp | 69.8%-52.3pp |
| Annual return | -19.04% | -11.13%-7.9pp | -0.03%-19.0pp | 1.57%-20.6pp |
| Employer contribution / active EE | $502 | $2,361-78.7% | $4,952-89.9% | $2,545-80.3% |
| Participant deferral / active EE | $793 | $2,920-72.8% | $5,638-85.9% | $4,238-81.3% |
| Admin fee / account holder | $1,302 | $502+159.1% | $14,675-91.1% | $593+119.3% |