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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 | $37,743 | $82,674-54.3% | $125,381-69.9% | $68,486-44.9% |
| Participation rate | 25.4% | 75.1%-49.7pp | 82.4%-57.0pp | 67.9%-42.5pp |
| Annual return | -21.11% | -5.97%-15.1pp | 572.31%-593.4pp | -7.85%-13.3pp |
| Employer contribution / active EE | $703 | $3,382-79.2% | $4,815-85.4% | $2,597-72.9% |
| Participant deferral / active EE | $2,187 | $6,111-64.2% | $7,448-70.6% | $4,028-45.7% |
| Admin fee / account holder | $5,131 | $6,277-18.3% | $10,007-48.7% | $5,404-5.1% |