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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 | $24,915 | $102,393-75.7% | $147,041-83.1% | $80,911-69.2% |
| Participation rate | 55.8% | 75.9%-20.1pp | 82.2%-26.4pp | 67.6%-11.9pp |
| Annual return | -11.42% | 134.95%-146.4pp | 419.21%-430.6pp | 35.63%-47.0pp |
| Employer contribution / active EE | $1,083 | $3,715-70.9% | $4,935-78.1% | $2,756-60.7% |
| Participant deferral / active EE | $1,164 | $6,647-82.5% | $8,071-85.6% | $4,297-72.9% |
| Admin fee / account holder | $467 | $7,943-94.1% | $13,006-96.4% | $6,935-93.3% |