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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 | $30,942 | $82,674-62.6% | $125,381-75.3% | $68,486-54.8% |
| Participation rate | 66.7% | 75.1%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -25.32% | -5.97%-19.4pp | 572.31%-597.6pp | -7.85%-17.5pp |
| Employer contribution / active EE | $1,093 | $3,382-67.7% | $4,815-77.3% | $2,597-57.9% |
| Participant deferral / active EE | $1,588 | $6,111-74.0% | $7,448-78.7% | $4,028-60.6% |
| Admin fee / account holder | $2,385 | $6,277-62.0% | $10,007-76.2% | $5,404-55.9% |