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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 | $39,668 | $82,674-52.0% | $125,381-68.4% | $68,486-42.1% |
| Participation rate | 60.9% | 75.1%-14.2pp | 82.4%-21.5pp | 67.9%-7.0pp |
| Annual return | -20.72% | -5.97%-14.8pp | 572.31%-593.0pp | -7.85%-12.9pp |
| Employer contribution / active EE | $5,849 | $3,382+72.9% | $4,815+21.5% | $2,597+125.2% |
| Participant deferral / active EE | $1,040 | $6,111-83.0% | $7,448-86.0% | $4,028-74.2% |
| Admin fee / account holder | $5,082 | $6,277-19.0% | $10,007-49.2% | $5,404-5.9% |