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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 | $22,822 | $82,674-72.4% | $125,381-81.8% | $68,486-66.7% |
| Participation rate | 48.1% | 75.1%-27.0pp | 82.4%-34.3pp | 67.9%-19.8pp |
| Annual return | -19.53% | -5.97%-13.6pp | 572.31%-591.8pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,713 | $3,382-49.3% | $4,815-64.4% | $2,597-34.0% |
| Participant deferral / active EE | $2,439 | $6,111-60.1% | $7,448-67.2% | $4,028-39.4% |
| Admin fee / account holder | $3,168 | $6,277-49.5% | $10,007-68.3% | $5,404-41.4% |