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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 | $22,449 | $82,678-72.8% | $125,391-82.1% | $68,490-67.2% |
| Participation rate | 50.8% | 75.1%-24.2pp | 82.4%-31.5pp | 67.9%-17.0pp |
| Annual return | -20.86% | -5.97%-14.9pp | 572.41%-593.3pp | -7.85%-13.0pp |
| Employer contribution / active EE | $1,403 | $3,382-58.5% | $4,816-70.9% | $2,597-46.0% |
| Participant deferral / active EE | $2,352 | $6,111-61.5% | $7,448-68.4% | $4,028-41.6% |
| Admin fee / account holder | $1,069 | $6,277-83.0% | $10,009-89.3% | $5,403-80.2% |