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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 | $27,454 | $133,981-79.5% | $112,249-75.5% | $134,532-79.6% |
| Participation rate | 42.9% | 78.6%-35.7pp | 75.1%-32.2pp | 81.2%-38.4pp |
| Annual return | -26.92% | 47.16%-74.1pp | 27.48%-54.4pp | 418.27%-445.2pp |
| Employer contribution / active EE | $971 | $4,040-76.0% | $3,636-73.3% | $4,741-79.5% |
| Participant deferral / active EE | $1,383 | $5,292-73.9% | $4,729-70.7% | $6,401-78.4% |
| Admin fee / account holder | $3,280 | $7,492-56.2% | $6,412-48.9% | $11,429-71.3% |