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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 | $10,070 | $32,037-68.6% | $69,182-85.4% | $62,881-84.0% |
| Participation rate | 18.0% | 43.4%-25.4pp | 55.1%-37.1pp | 69.3%-51.3pp |
| Annual return | 4.05% | 15.16%-11.1pp | -21.93%+26.0pp | 20.14%-16.1pp |
| Employer contribution / active EE | $118 | $679-82.6% | $1,206-90.2% | $2,281-94.8% |
| Participant deferral / active EE | $237 | $1,185-80.0% | $1,897-87.5% | $3,203-92.6% |
| Admin fee / account holder | $569 | $2,608-78.2% | $2,697-78.9% | $4,296-86.8% |