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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 | $31,711 | $73,863-57.1% | $143,797-77.9% | $68,490-53.7% |
| Participation rate | 22.0% | 66.7%-44.7pp | 80.3%-58.3pp | 67.9%-45.9pp |
| Annual return | -21.75% | 0.91%-22.7pp | -0.04%-21.7pp | -7.85%-13.9pp |
| Employer contribution / active EE | $401 | $3,185-87.4% | $4,952-91.9% | $2,597-84.6% |
| Participant deferral / active EE | $902 | $3,385-73.4% | $5,638-84.0% | $4,028-77.6% |
| Admin fee / account holder | $1,774 | $5,756-69.2% | $14,679-87.9% | $5,403-67.2% |