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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 | $20,586 | $97,020-78.8% | $83,327-75.3% | $135,380-84.8% |
| Participation rate | 42.9% | 80.4%-37.6pp | 77.8%-34.9pp | 82.6%-39.8pp |
| Annual return | -14.13% | 12.31%-26.4pp | 10.64%-24.8pp | 519.81%-533.9pp |
| Employer contribution / active EE | $908 | $4,144-78.1% | $3,379-73.1% | $4,779-81.0% |
| Participant deferral / active EE | $1,606 | $5,964-73.1% | $5,565-71.1% | $5,609-71.4% |
| Admin fee / account holder | $1,114 | $8,426-86.8% | $7,540-85.2% | $10,828-89.7% |