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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 | $22,572 | $45,872-50.8% | $77,081-70.7% | $68,495-67.0% |
| Participation rate | 7.8% | 55.9%-48.1pp | 67.9%-60.1pp | 67.9%-60.1pp |
| Annual return | -24.70% | 1.73%-26.4pp | 42.33%-67.0pp | -7.84%-16.9pp |
| Employer contribution / active EE | $419 | $1,650-74.6% | $2,813-85.1% | $2,596-83.9% |
| Participant deferral / active EE | $649 | $2,963-78.1% | $4,428-85.3% | $4,028-83.9% |
| Admin fee / account holder | $478 | $3,041-84.3% | $5,427-91.2% | $5,403-91.1% |