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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 | $53,425 | $87,132-38.7% | $105,624-49.4% | $80,959-34.0% |
| Participation rate | 18.3% | 70.4%-52.1pp | 75.3%-57.0pp | 67.7%-49.4pp |
| Annual return | -43.37% | 17.03%-60.4pp | 116.20%-159.6pp | 35.67%-79.0pp |
| Employer contribution / active EE | $818 | $2,397-65.9% | $3,168-74.2% | $2,757-70.3% |
| Participant deferral / active EE | $1,068 | $3,985-73.2% | $5,013-78.7% | $4,300-75.2% |
| Admin fee / account holder | $27,982 | $8,449+231.2% | $10,961+155.3% | $6,925+304.1% |