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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 | $47,556 | $101,618-53.2% | $93,063-48.9% | $137,256-65.4% |
| Participation rate | 17.6% | 74.9%-57.3pp | 72.1%-54.5pp | 80.0%-62.3pp |
| Annual return | -47.05% | 223.95%-271.0pp | 34.15%-81.2pp | 220.34%-267.4pp |
| Employer contribution / active EE | $382 | $2,707-85.9% | $2,476-84.6% | $4,156-90.8% |
| Participant deferral / active EE | $496 | $4,279-88.4% | $3,958-87.5% | $6,407-92.3% |
| Admin fee / account holder | $47,707 | $6,198+669.7% | $6,033+690.7% | $12,270+288.8% |