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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 | $18,951 | $49,177-61.5% | $79,466-76.2% | $64,173-70.5% |
| Participation rate | 29.4% | 65.0%-35.6pp | 73.3%-43.9pp | 69.6%-40.2pp |
| Annual return | -8.58% | -1.16%-7.4pp | 718.28%-726.9pp | 7.63%-16.2pp |
| Employer contribution / active EE | $530 | $2,076-74.5% | $2,800-81.1% | $2,381-77.7% |
| Participant deferral / active EE | $748 | $2,821-73.5% | $3,704-79.8% | $3,470-78.4% |
| Admin fee / account holder | $3,362 | $3,839-12.4% | $5,104-34.1% | $4,887-31.2% |