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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 | $10,012 | $55,902-82.1% | $76,030-86.8% | $80,959-87.6% |
| Participation rate | 17.5% | 62.1%-44.6pp | 69.1%-51.6pp | 67.7%-50.2pp |
| Annual return | -1.48% | 20.59%-22.1pp | 361.54%-363.0pp | 35.67%-37.2pp |
| Employer contribution / active EE | $409 | $1,867-78.1% | $2,688-84.8% | $2,757-85.2% |
| Participant deferral / active EE | $831 | $3,051-72.8% | $4,257-80.5% | $4,300-80.7% |
| Admin fee / account holder | $1,333 | $5,239-74.6% | $6,421-79.2% | $6,925-80.8% |