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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 | $27,044 | $82,674-67.3% | $125,363-78.4% | $68,495-60.5% |
| Participation rate | 27.3% | 75.0%-47.8pp | 82.4%-55.1pp | 67.9%-40.6pp |
| Annual return | -20.42% | -5.97%-14.5pp | 572.15%-592.6pp | -7.84%-12.6pp |
| Employer contribution / active EE | $1,250 | $3,382-63.0% | $4,815-74.0% | $2,596-51.9% |
| Participant deferral / active EE | $2,418 | $6,111-60.4% | $7,447-67.5% | $4,028-40.0% |
| Admin fee / account holder | $2,518 | $6,276-59.9% | $10,005-74.8% | $5,403-53.4% |