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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 | $60,323 | $105,866-43.0% | $90,766-33.5% | $134,545-55.2% |
| Participation rate | 66.7% | 78.3%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -30.24% | -10.99%-19.2pp | -12.16%-18.1pp | 418.37%-448.6pp |
| Employer contribution / active EE | $1,042 | $3,464-69.9% | $2,922-64.3% | $4,742-78.0% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,325 | $13,938-76.1% | $8,446-60.6% | $11,431-70.9% |