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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 | $28,477 | $84,493-66.3% | $125,381-77.3% | $66,938-57.5% |
| Participation rate | 36.8% | 76.4%-39.6pp | 82.4%-45.5pp | 69.8%-33.0pp |
| Annual return | -19.35% | -8.49%-10.9pp | 572.31%-591.7pp | 1.58%-20.9pp |
| Employer contribution / active EE | $1,051 | $3,554-70.4% | $4,815-78.2% | $2,545-58.7% |
| Participant deferral / active EE | $1,744 | $6,783-74.3% | $7,448-76.6% | $4,238-58.9% |
| Admin fee / account holder | $2,632 | $685+284.2% | $10,007-73.7% | $594+343.4% |