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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 | $10,443 | $73,848-85.9% | $143,799-92.7% | $68,486-84.8% |
| Participation rate | 17.2% | 66.7%-49.4pp | 80.3%-63.1pp | 67.9%-50.7pp |
| Annual return | -20.51% | 0.91%-21.4pp | -0.04%-20.5pp | -7.85%-12.7pp |
| Employer contribution / active EE | $444 | $3,184-86.1% | $4,952-91.0% | $2,597-82.9% |
| Participant deferral / active EE | $710 | $3,385-79.0% | $5,638-87.4% | $4,028-82.4% |
| Admin fee / account holder | $907 | $5,755-84.2% | $14,677-93.8% | $5,404-83.2% |