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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 | $19,157 | $82,678-76.8% | $125,391-84.7% | $68,490-72.0% |
| Participation rate | 21.1% | 75.1%-54.0pp | 82.4%-61.3pp | 67.9%-46.8pp |
| Annual return | -33.54% | -5.97%-27.6pp | 572.41%-606.0pp | -7.85%-25.7pp |
| Employer contribution / active EE | $879 | $3,382-74.0% | $4,816-81.8% | $2,597-66.2% |
| Participant deferral / active EE | $2,103 | $6,111-65.6% | $7,448-71.8% | $4,028-47.8% |
| Admin fee / account holder | $563 | $6,277-91.0% | $10,009-94.4% | $5,403-89.6% |