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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 | $27,685 | $115,814-76.1% | $101,275-72.7% | $158,982-82.6% |
| Participation rate | 37.5% | 79.4%-41.9pp | 75.8%-38.3pp | 82.0%-44.5pp |
| Annual return | -4.53% | 56.16%-60.7pp | 46.48%-51.0pp | 302.99%-307.5pp |
| Employer contribution / active EE | $996 | $4,176-76.1% | $3,660-72.8% | $4,763-79.1% |
| Participant deferral / active EE | $1,074 | $4,958-78.3% | $4,371-75.4% | $5,983-82.1% |
| Admin fee / account holder | $24,538 | $7,249+238.5% | $5,948+312.5% | $11,252+118.1% |