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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 | $71,680 | $82,678-13.3% | $125,391-42.8% | $68,490+4.7% |
| Participation rate | 51.5% | 75.1%-23.5pp | 82.4%-30.9pp | 67.9%-16.4pp |
| Annual return | -20.56% | -5.97%-14.6pp | 572.41%-593.0pp | -7.85%-12.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $365 | $6,111-94.0% | $7,448-95.1% | $4,028-90.9% |
| Admin fee / account holder | $7,864 | $6,277+25.3% | $10,009-21.4% | $5,403+45.6% |