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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 | $19,884 | $57,352-65.3% | $83,831-76.3% | $64,173-69.0% |
| Participation rate | 20.7% | 68.6%-47.9pp | 76.1%-55.4pp | 69.6%-48.8pp |
| Annual return | -11.18% | 11.38%-22.6pp | 850.99%-862.2pp | 7.63%-18.8pp |
| Employer contribution / active EE | $606 | $2,546-76.2% | $3,631-83.3% | $2,381-74.6% |
| Participant deferral / active EE | $1,177 | $2,993-60.7% | $4,082-71.2% | $3,470-66.1% |
| Admin fee / account holder | $1,342 | $4,046-66.8% | $5,479-75.5% | $4,887-72.5% |