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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 | $25,211 | $69,012-63.5% | $160,009-84.2% | $68,486-63.2% |
| Participation rate | 31.9% | 65.4%-33.5pp | 78.0%-46.1pp | 67.9%-36.0pp |
| Annual return | -20.39% | -9.65%-10.7pp | 408.85%-429.2pp | -7.85%-12.5pp |
| Employer contribution / active EE | $715 | $2,212-67.7% | $4,225-83.1% | $2,597-72.5% |
| Participant deferral / active EE | $1,092 | $4,212-74.1% | $6,183-82.3% | $4,028-72.9% |
| Admin fee / account holder | $2,476 | $4,798-48.4% | $8,715-71.6% | $5,404-54.2% |