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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 | $102,385-75.7% | $147,080-83.1% | $80,935-69.2% |
| Participation rate | 55.8% | 75.9%-20.1pp | 82.2%-26.4pp | 67.7%-11.9pp |
| Annual return | -11.42% | 135.09%-146.5pp | 420.17%-431.6pp | 35.66%-47.1pp |
| Employer contribution / active EE | $1,083 | $3,717-70.9% | $4,933-78.0% | $2,757-60.7% |
| Participant deferral / active EE | $1,164 | $6,651-82.5% | $8,066-85.6% | $4,299-72.9% |
| Admin fee / account holder | $467 | $7,951-94.1% | $12,989-96.4% | $6,924-93.3% |