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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 | $23,134 | $138,076-83.2% | $123,553-81.3% | $135,380-82.9% |
| Participation rate | 38.5% | 84.7%-46.3pp | 82.3%-43.8pp | 82.6%-44.2pp |
| Annual return | -13.55% | 153.70%-167.2pp | 119.21%-132.8pp | 519.81%-533.4pp |
| Employer contribution / active EE | $1,229 | $5,152-76.2% | $4,628-73.5% | $4,779-74.3% |
| Participant deferral / active EE | $2,139 | $6,800-68.5% | $6,426-66.7% | $5,609-61.9% |
| Admin fee / account holder | $2,201 | $10,917-79.8% | $9,284-76.3% | $10,828-79.7% |