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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 | $20,173 | $77,638-74.0% | $156,551-87.1% | $62,881-67.9% |
| Participation rate | 50.0% | 71.2%-21.2pp | 84.0%-34.0pp | 69.3%-19.3pp |
| Annual return | -0.27% | 50.33%-50.6pp | 32.23%-32.5pp | 20.14%-20.4pp |
| Employer contribution / active EE | $406 | $3,444-88.2% | $5,501-92.6% | $2,281-82.2% |
| Participant deferral / active EE | $805 | $3,046-73.6% | $4,871-83.5% | $3,203-74.9% |
| Admin fee / account holder | $388 | $5,561-93.0% | $13,028-97.0% | $4,296-91.0% |