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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 | $28,484 | $73,863-61.4% | $143,797-80.2% | $68,490-58.4% |
| Participation rate | 14.8% | 66.7%-51.9pp | 80.3%-65.5pp | 67.9%-53.1pp |
| Annual return | -22.83% | 0.91%-23.7pp | -0.04%-22.8pp | -7.85%-15.0pp |
| Employer contribution / active EE | $543 | $3,185-83.0% | $4,952-89.0% | $2,597-79.1% |
| Participant deferral / active EE | $382 | $3,385-88.7% | $5,638-93.2% | $4,028-90.5% |
| Admin fee / account holder | $3,463 | $5,756-39.8% | $14,679-76.4% | $5,403-35.9% |