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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 | $41,685 | $49,177-15.2% | $79,466-47.5% | $64,173-35.0% |
| Participation rate | 21.9% | 65.0%-43.2pp | 73.3%-51.5pp | 69.6%-47.7pp |
| Annual return | -23.70% | -1.16%-22.5pp | 718.28%-742.0pp | 7.63%-31.3pp |
| Employer contribution / active EE | $250 | $2,076-88.0% | $2,800-91.1% | $2,381-89.5% |
| Participant deferral / active EE | $279 | $2,821-90.1% | $3,704-92.5% | $3,470-92.0% |
| Admin fee / account holder | $356 | $3,839-90.7% | $5,104-93.0% | $4,887-92.7% |