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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 | $11,541 | $64,307-82.1% | $57,349-79.9% | $125,388-90.8% |
| Participation rate | 53.3% | 78.6%-25.3pp | 75.1%-21.8pp | 83.2%-29.9pp |
| Annual return | -7.97% | 25.14%-33.1pp | 24.40%-32.4pp | 282.24%-290.2pp |
| Employer contribution / active EE | $298 | $3,193-90.7% | $2,689-88.9% | $4,866-93.9% |
| Participant deferral / active EE | $523 | $3,847-86.4% | $3,162-83.5% | $5,352-90.2% |
| Admin fee / account holder | $1,983 | $5,242-62.2% | $3,356-40.9% | $9,541-79.2% |