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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 | $50,650 | $75,959-33.3% | $154,114-67.1% | $64,181-21.1% |
| Participation rate | 41.5% | 70.4%-29.0pp | 83.0%-41.6pp | 69.6%-28.1pp |
| Annual return | -20.69% | 30.32%-51.0pp | 735.16%-755.9pp | 7.63%-28.3pp |
| Employer contribution / active EE | $592 | $3,350-82.3% | $5,298-88.8% | $2,381-75.1% |
| Participant deferral / active EE | $743 | $3,175-76.6% | $5,081-85.4% | $3,470-78.6% |
| Admin fee / account holder | $744 | $5,589-86.7% | $13,411-94.5% | $4,887-84.8% |