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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 | $27,027 | $56,484-52.2% | $169,452-84.1% | $64,173-57.9% |
| Participation rate | 20.0% | 64.5%-44.5pp | 77.8%-57.8pp | 69.6%-49.6pp |
| Annual return | -8.13% | -1.55%-6.6pp | 1.83%-10.0pp | 7.63%-15.8pp |
| Employer contribution / active EE | $305 | $1,832-83.3% | $4,157-92.7% | $2,381-87.2% |
| Participant deferral / active EE | $336 | $3,448-90.3% | $5,277-93.6% | $3,470-90.3% |
| Admin fee / account holder | $808 | $4,174-80.6% | $9,110-91.1% | $4,887-83.5% |