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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 | $24,976 | $46,877-46.7% | $122,354-79.6% | $70,126-64.4% |
| Participation rate | 48.1% | 58.2%-10.1pp | 71.6%-23.5pp | 69.5%-21.4pp |
| Annual return | -38.77% | 24.22%-63.0pp | 30.28%-69.0pp | 73.15%-111.9pp |
| Employer contribution / active EE | $358 | $1,288-72.2% | $4,051-91.2% | $2,343-84.7% |
| Participant deferral / active EE | $575 | $2,167-73.5% | $3,287-82.5% | $3,332-82.7% |
| Admin fee / account holder | $822 | $3,324-75.3% | $5,479-85.0% | $4,645-82.3% |