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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 | $56,765 | $82,674-31.3% | $125,381-54.7% | $68,486-17.1% |
| Participation rate | 29.8% | 75.1%-45.3pp | 82.4%-52.6pp | 67.9%-38.1pp |
| Annual return | -19.91% | -5.97%-13.9pp | 572.31%-592.2pp | -7.85%-12.1pp |
| Employer contribution / active EE | $749 | $3,382-77.8% | $4,815-84.4% | $2,597-71.1% |
| Participant deferral / active EE | $2,248 | $6,111-63.2% | $7,448-69.8% | $4,028-44.2% |
| Admin fee / account holder | $3,629 | $6,277-42.2% | $10,007-63.7% | $5,404-32.8% |