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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 | $22,863 | $39,132-41.6% | $57,196-60.0% | $62,881-63.6% |
| Participation rate | 63.6% | 70.5%-6.8pp | 75.3%-11.7pp | 69.3%-5.7pp |
| Annual return | -0.19% | 9.24%-9.4pp | 14.59%-14.8pp | 20.14%-20.3pp |
| Employer contribution / active EE | $7,584 | $1,874+304.7% | $2,683+182.7% | $2,281+232.5% |
| Participant deferral / active EE | $543 | $2,374-77.1% | $3,096-82.5% | $3,203-83.1% |
| Admin fee / account holder | $970 | $2,594-62.6% | $3,141-69.1% | $4,296-77.4% |