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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 | $29,499 | $82,674-64.3% | $125,381-76.5% | $68,486-56.9% |
| Participation rate | 53.3% | 75.1%-21.7pp | 82.4%-29.0pp | 67.9%-14.6pp |
| Annual return | -20.54% | -5.97%-14.6pp | 572.31%-592.8pp | -7.85%-12.7pp |
| Employer contribution / active EE | $1,184 | $3,382-65.0% | $4,815-75.4% | $2,597-54.4% |
| Participant deferral / active EE | $1,844 | $6,111-69.8% | $7,448-75.2% | $4,028-54.2% |
| Admin fee / account holder | $9,589 | $6,277+52.8% | $10,007-4.2% | $5,404+77.4% |