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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 | $39,152 | $211,946-81.5% | $169,452-76.9% | $135,379-71.1% |
| Participation rate | 14.3% | 82.6%-68.3pp | 77.8%-63.5pp | 82.6%-68.4pp |
| Annual return | -17.09% | 3.26%-20.4pp | 1.83%-18.9pp | 519.79%-536.9pp |
| Employer contribution / active EE | $924 | $5,117-81.9% | $4,157-77.8% | $4,779-80.7% |
| Participant deferral / active EE | $71 | $6,075-98.8% | $5,277-98.6% | $5,609-98.7% |
| Admin fee / account holder | $2,417 | $11,472-78.9% | $9,110-73.5% | $10,828-77.7% |