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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 | $26,531 | $56,134-52.7% | $96,161-72.4% | $85,856-69.1% |
| Participation rate | 17.2% | 56.7%-39.5pp | 68.4%-51.2pp | 69.3%-52.1pp |
| Annual return | -2.33% | 42.30%-44.6pp | 192.01%-194.3pp | 318.58%-320.9pp |
| Employer contribution / active EE | $242 | $1,620-85.1% | $2,798-91.4% | $2,565-90.6% |
| Participant deferral / active EE | $405 | $2,858-85.8% | $4,349-90.7% | $3,952-89.8% |
| Admin fee / account holder | $1,007 | $3,769-73.3% | $5,538-81.8% | $6,261-83.9% |