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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 | $32,067 | $93,346-65.6% | $71,796-55.3% | $273,972-88.3% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.1%-6.6pp | 83.0%-20.5pp |
| Annual return | -13.21% | 130.39%-143.6pp | 78.04%-91.2pp | 41.46%-54.7pp |
| Employer contribution / active EE | $318 | $2,733-88.4% | $1,924-83.5% | $4,869-93.5% |
| Participant deferral / active EE | $592 | $3,475-83.0% | $2,794-78.8% | $5,287-88.8% |
| Admin fee / account holder | $24,951 | $6,571+279.7% | $4,815+418.2% | $10,133+146.2% |