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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 | $29,419 | $77,638-62.1% | $156,551-81.2% | $62,881-53.2% |
| Participation rate | 43.6% | 71.2%-27.6pp | 84.0%-40.4pp | 69.3%-25.7pp |
| Annual return | -1.26% | 50.33%-51.6pp | 32.23%-33.5pp | 20.14%-21.4pp |
| Employer contribution / active EE | $427 | $3,444-87.6% | $5,501-92.2% | $2,281-81.3% |
| Participant deferral / active EE | $497 | $3,046-83.7% | $4,871-89.8% | $3,203-84.5% |
| Admin fee / account holder | $8,786 | $5,561+58.0% | $13,028-32.6% | $4,296+104.5% |