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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 | $28,074 | $57,352-51.0% | $83,831-66.5% | $64,173-56.3% |
| Participation rate | 63.6% | 68.6%-5.0pp | 76.1%-12.5pp | 69.6%-5.9pp |
| Annual return | -10.23% | 11.38%-21.6pp | 850.99%-861.2pp | 7.63%-17.9pp |
| Employer contribution / active EE | $3,951 | $2,546+55.2% | $3,631+8.8% | $2,381+65.9% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,528 | $4,046-62.2% | $5,479-72.1% | $4,887-68.7% |