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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 | $16,970 | $78,690-78.4% | $161,489-89.5% | $87,485-80.6% |
| Participation rate | 25.3% | 67.5%-42.1pp | 78.7%-53.4pp | 68.9%-43.6pp |
| Annual return | -17.59% | 32.74%-50.3pp | 89.72%-107.3pp | 26.06%-43.6pp |
| Employer contribution / active EE | $365 | $2,588-85.9% | $4,268-91.4% | $2,596-85.9% |
| Participant deferral / active EE | $907 | $3,311-72.6% | $5,630-83.9% | $4,274-78.8% |
| Admin fee / account holder | $2,655 | $6,724-60.5% | $16,006-83.4% | $7,775-65.8% |