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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 | $22,015 | $97,289-77.4% | $92,805-76.3% | $155,188-85.8% |
| Participation rate | 46.2% | 84.2%-38.0pp | 83.5%-37.4pp | 80.8%-34.6pp |
| Annual return | -5.56% | 29.03%-34.6pp | 31.59%-37.1pp | 148.84%-154.4pp |
| Employer contribution / active EE | $94 | $3,632-97.4% | $3,424-97.3% | $4,248-97.8% |
| Participant deferral / active EE | $136 | $8,795-98.5% | $8,448-98.4% | $6,531-97.9% |
| Admin fee / account holder | $21,720 | $12,015+80.8% | $10,911+99.1% | $14,480+50.0% |