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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 | $15,467 | $48,267-68.0% | $68,794-77.5% | $68,495-77.4% |
| Participation rate | 15.4% | 60.7%-45.3pp | 69.0%-53.6pp | 67.9%-52.5pp |
| Annual return | -22.25% | -12.70%-9.5pp | -6.37%-15.9pp | -7.84%-14.4pp |
| Employer contribution / active EE | $401 | $1,829-78.1% | $2,656-84.9% | $2,596-84.5% |
| Participant deferral / active EE | $766 | $2,867-73.3% | $3,941-80.6% | $4,028-81.0% |
| Admin fee / account holder | $776 | $4,362-82.2% | $4,934-84.3% | $5,403-85.6% |