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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 | $15,468 | $90,467-82.9% | $93,759-83.5% | $134,532-88.5% |
| Participation rate | 63.6% | 82.0%-18.3pp | 81.0%-17.3pp | 81.2%-17.6pp |
| Annual return | -23.36% | -15.72%-7.6pp | -11.33%-12.0pp | 418.27%-441.6pp |
| Employer contribution / active EE | $2,986 | $4,345-31.3% | $4,324-31.0% | $4,741-37.0% |
| Participant deferral / active EE | $1,531 | $5,980-74.4% | $6,096-74.9% | $6,401-76.1% |
| Admin fee / account holder | $1,114 | $9,258-88.0% | $7,197-84.5% | $11,429-90.3% |