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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 | $28,442 | $82,674-65.6% | $125,363-77.3% | $68,495-58.5% |
| Participation rate | 32.0% | 75.0%-43.0pp | 82.4%-50.4pp | 67.9%-35.9pp |
| Annual return | -20.27% | -5.97%-14.3pp | 572.15%-592.4pp | -7.84%-12.4pp |
| Employer contribution / active EE | $1,092 | $3,382-67.7% | $4,815-77.3% | $2,596-57.9% |
| Participant deferral / active EE | $2,210 | $6,111-63.8% | $7,447-70.3% | $4,028-45.1% |
| Admin fee / account holder | $1,432 | $6,276-77.2% | $10,005-85.7% | $5,403-73.5% |