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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 | $13,511 | $75,962-82.2% | $154,108-91.2% | $64,173-78.9% |
| Participation rate | 12.3% | 70.4%-58.1pp | 83.0%-70.8pp | 69.6%-57.3pp |
| Annual return | -14.63% | 30.32%-45.0pp | 735.21%-749.8pp | 7.63%-22.3pp |
| Employer contribution / active EE | $390 | $3,350-88.3% | $5,298-92.6% | $2,381-83.6% |
| Participant deferral / active EE | $650 | $3,175-79.5% | $5,081-87.2% | $3,470-81.3% |
| Admin fee / account holder | $4,095 | $5,589-26.7% | $13,411-69.5% | $4,887-16.2% |