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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 | $17,817 | $100,792-82.3% | $86,691-79.4% | $134,509-86.8% |
| Participation rate | 60.0% | 78.9%-18.9pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -21.57% | 29.08%-50.7pp | 35.94%-57.5pp | 418.13%-439.7pp |
| Employer contribution / active EE | $1,326 | $3,491-62.0% | $2,837-53.3% | $4,741-72.0% |
| Participant deferral / active EE | $1,495 | $5,339-72.0% | $4,656-67.9% | $6,400-76.6% |
| Admin fee / account holder | $2,206 | $10,924-79.8% | $7,492-70.6% | $11,427-80.7% |