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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 | $10,219 | $73,848-86.2% | $143,799-92.9% | $68,486-85.1% |
| Participation rate | 61.4% | 66.7%-5.2pp | 80.3%-18.9pp | 67.9%-6.5pp |
| Annual return | -19.56% | 0.91%-20.5pp | -0.04%-19.5pp | -7.85%-11.7pp |
| Employer contribution / active EE | $602 | $3,184-81.1% | $4,952-87.9% | $2,597-76.8% |
| Participant deferral / active EE | $328 | $3,385-90.3% | $5,638-94.2% | $4,028-91.9% |
| Admin fee / account holder | $998 | $5,755-82.7% | $14,677-93.2% | $5,404-81.5% |