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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 | $15,214 | $49,177-69.1% | $79,467-80.9% | $64,173-76.3% |
| Participation rate | 65.9% | 65.0%+0.8pp | 73.3%-7.5pp | 69.6%-3.7pp |
| Annual return | -11.39% | -1.16%-10.2pp | 718.30%-729.7pp | 7.63%-19.0pp |
| Employer contribution / active EE | $572 | $2,076-72.4% | $2,800-79.6% | $2,381-76.0% |
| Participant deferral / active EE | $404 | $2,821-85.7% | $3,704-89.1% | $3,470-88.3% |
| Admin fee / account holder | $654 | $3,839-83.0% | $5,104-87.2% | $4,887-86.6% |