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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 | $23,601 | $82,674-71.5% | $125,381-81.2% | $68,486-65.5% |
| Participation rate | 22.2% | 75.1%-52.8pp | 82.4%-60.2pp | 67.9%-45.7pp |
| Annual return | -36.96% | -5.97%-31.0pp | 572.31%-609.3pp | -7.85%-29.1pp |
| Employer contribution / active EE | $1,111 | $3,382-67.1% | $4,815-76.9% | $2,597-57.2% |
| Participant deferral / active EE | $2,325 | $6,111-62.0% | $7,448-68.8% | $4,028-42.3% |
| Admin fee / account holder | $1,299 | $6,277-79.3% | $10,007-87.0% | $5,404-76.0% |