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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 | $16,724 | $77,638-78.5% | $156,551-89.3% | $62,881-73.4% |
| Participation rate | 60.0% | 71.2%-11.2pp | 84.0%-24.0pp | 69.3%-9.3pp |
| Annual return | -2.61% | 50.33%-52.9pp | 32.23%-34.8pp | 20.14%-22.8pp |
| Employer contribution / active EE | $1,002 | $3,444-70.9% | $5,501-81.8% | $2,281-56.1% |
| Participant deferral / active EE | $200 | $3,046-93.4% | $4,871-95.9% | $3,203-93.7% |
| Admin fee / account holder | $632 | $5,561-88.6% | $13,028-95.2% | $4,296-85.3% |