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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 | $28,249 | $95,915-70.5% | $79,580-64.5% | $134,532-79.0% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | -28.02% | -2.71%-25.3pp | 0.15%-28.2pp | 418.27%-446.3pp |
| Employer contribution / active EE | $9,650 | $3,129+208.4% | $2,413+299.8% | $4,741+103.5% |
| Participant deferral / active EE | $631 | $4,693-86.5% | $3,985-84.2% | $6,401-90.1% |
| Admin fee / account holder | $5,514 | $9,132-39.6% | $6,835-19.3% | $11,429-51.8% |