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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 | $9,305 | $54,370-82.9% | $82,763-88.8% | $68,490-86.4% |
| Participation rate | 52.8% | 63.9%-11.2pp | 72.6%-19.8pp | 67.9%-15.1pp |
| Annual return | -23.04% | -13.67%-9.4pp | 702.45%-725.5pp | -7.85%-15.2pp |
| Employer contribution / active EE | $1,974 | $2,219-11.1% | $3,008-34.4% | $2,597-24.0% |
| Participant deferral / active EE | $482 | $3,247-85.1% | $4,395-89.0% | $4,028-88.0% |
| Admin fee / account holder | $951 | $4,398-78.4% | $5,325-82.1% | $5,403-82.4% |