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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 | $33,579 | $82,674-59.4% | $125,381-73.2% | $68,486-51.0% |
| Participation rate | 22.1% | 75.1%-53.0pp | 82.4%-60.3pp | 67.9%-45.8pp |
| Annual return | -22.31% | -5.97%-16.3pp | 572.31%-594.6pp | -7.85%-14.5pp |
| Employer contribution / active EE | $731 | $3,382-78.4% | $4,815-84.8% | $2,597-71.9% |
| Participant deferral / active EE | $2,166 | $6,111-64.6% | $7,448-70.9% | $4,028-46.2% |
| Admin fee / account holder | $3,787 | $6,277-39.7% | $10,007-62.2% | $5,404-29.9% |