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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 | $40,218 | $49,177-18.2% | $79,467-49.4% | $64,173-37.3% |
| Participation rate | 25.0% | 65.0%-40.0pp | 73.3%-48.3pp | 69.6%-44.6pp |
| Annual return | -9.32% | -1.16%-8.2pp | 718.30%-727.6pp | 7.63%-17.0pp |
| Employer contribution / active EE | $420 | $2,076-79.8% | $2,800-85.0% | $2,381-82.4% |
| Participant deferral / active EE | $491 | $2,821-82.6% | $3,704-86.8% | $3,470-85.9% |
| Admin fee / account holder | $1,011 | $3,839-73.7% | $5,104-80.2% | $4,887-79.3% |