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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 | $59,245 | $82,678-28.3% | $125,391-52.8% | $68,490-13.5% |
| Participation rate | 27.6% | 75.1%-47.5pp | 82.4%-54.8pp | 67.9%-40.3pp |
| Annual return | -22.30% | -5.97%-16.3pp | 572.41%-594.7pp | -7.85%-14.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,184 | $6,111-64.3% | $7,448-70.7% | $4,028-45.8% |
| Admin fee / account holder | $7,822 | $6,277+24.6% | $10,009-21.9% | $5,403+44.8% |