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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 | $21,905 | $82,678-73.5% | $125,391-82.5% | $68,490-68.0% |
| Participation rate | 44.4% | 75.1%-30.6pp | 82.4%-37.9pp | 67.9%-23.5pp |
| Annual return | -21.68% | -5.97%-15.7pp | 572.41%-594.1pp | -7.85%-13.8pp |
| Employer contribution / active EE | $821 | $3,382-75.7% | $4,816-82.9% | $2,597-68.4% |
| Participant deferral / active EE | $2,251 | $6,111-63.2% | $7,448-69.8% | $4,028-44.1% |
| Admin fee / account holder | $1,504 | $6,277-76.0% | $10,009-85.0% | $5,403-72.2% |