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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 | $50,979 | $95,975-46.9% | $74,549-31.6% | $135,379-62.3% |
| Participation rate | 22.2% | 75.7%-53.4pp | 69.1%-46.9pp | 82.6%-60.4pp |
| Annual return | -16.52% | 56.96%-73.5pp | 32.53%-49.1pp | 519.79%-536.3pp |
| Employer contribution / active EE | $5,444 | $2,716+100.4% | $1,961+177.6% | $4,779+13.9% |
| Participant deferral / active EE | $697 | $3,844-81.9% | $3,108-77.6% | $5,609-87.6% |
| Admin fee / account holder | $303 | $6,522-95.4% | $5,059-94.0% | $10,828-97.2% |