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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 | $20,272 | $64,729-68.7% | $112,263-81.9% | $68,490-70.4% |
| Participation rate | 57.7% | 67.2%-9.5pp | 75.1%-17.4pp | 67.9%-10.2pp |
| Annual return | -31.10% | -11.40%-19.7pp | 27.49%-58.6pp | -7.85%-23.2pp |
| Employer contribution / active EE | $708 | $2,746-74.2% | $3,636-80.5% | $2,597-72.7% |
| Participant deferral / active EE | $290 | $3,566-91.9% | $4,729-93.9% | $4,028-92.8% |
| Admin fee / account holder | $784 | $5,222-85.0% | $6,410-87.8% | $5,403-85.5% |