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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 | $28,151 | $82,678-66.0% | $125,391-77.5% | $68,490-58.9% |
| Participation rate | 42.9% | 75.1%-32.2pp | 82.4%-39.5pp | 67.9%-25.0pp |
| Annual return | -28.40% | -5.97%-22.4pp | 572.41%-600.8pp | -7.85%-20.5pp |
| Employer contribution / active EE | $910 | $3,382-73.1% | $4,816-81.1% | $2,597-64.9% |
| Participant deferral / active EE | $1,971 | $6,111-67.7% | $7,448-73.5% | $4,028-51.1% |
| Admin fee / account holder | $1,046 | $6,277-83.3% | $10,009-89.5% | $5,403-80.6% |