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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 | $26,387 | $59,105-55.4% | $160,009-83.5% | $66,938-60.6% |
| Participation rate | 38.0% | 68.1%-30.1pp | 78.0%-40.0pp | 69.8%-31.8pp |
| Annual return | -18.55% | -12.26%-6.3pp | 408.85%-427.4pp | 1.58%-20.1pp |
| Employer contribution / active EE | $1,121 | $1,983-43.5% | $4,225-73.5% | $2,545-56.0% |
| Participant deferral / active EE | $1,756 | $4,395-60.0% | $6,183-71.6% | $4,238-58.6% |
| Admin fee / account holder | $451 | $591-23.7% | $8,715-94.8% | $594-24.1% |