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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 | $21,929 | $58,600-62.6% | $83,327-73.7% | $64,173-65.8% |
| Participation rate | 26.2% | 72.0%-45.8pp | 77.8%-51.5pp | 69.6%-43.3pp |
| Annual return | -10.57% | 9.66%-20.2pp | 10.64%-21.2pp | 7.63%-18.2pp |
| Employer contribution / active EE | $473 | $2,098-77.5% | $3,379-86.0% | $2,381-80.1% |
| Participant deferral / active EE | $1,209 | $4,656-74.0% | $5,565-78.3% | $3,470-65.2% |
| Admin fee / account holder | $3,019 | $9,282-67.5% | $7,540-60.0% | $4,887-38.2% |