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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 | $49,087 | $68,398-28.2% | $94,664-48.1% | $75,173-34.7% |
| Participation rate | 36.8% | 76.1%-39.2pp | 80.8%-44.0pp | 67.2%-30.4pp |
| Annual return | -11.55% | 616.72%-628.3pp | 156.84%-168.4pp | 160.72%-172.3pp |
| Employer contribution / active EE | $581 | $2,701-78.5% | $3,673-84.2% | $2,671-78.2% |
| Participant deferral / active EE | $1,239 | $6,537-81.0% | $7,417-83.3% | $4,126-70.0% |
| Admin fee / account holder | $16,075 | $5,324+201.9% | $7,222+122.6% | $5,651+184.5% |