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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 | $23,040 | $157,829-85.4% | $136,867-83.2% | $198,609-88.4% |
| Participation rate | 12.5% | 77.2%-64.7pp | 74.5%-62.0pp | 82.4%-69.9pp |
| Annual return | -4.45% | 51.25%-55.7pp | 42.97%-47.4pp | 202.70%-207.1pp |
| Employer contribution / active EE | $815 | $3,923-79.2% | $3,547-77.0% | $5,055-83.9% |
| Participant deferral / active EE | $961 | $5,463-82.4% | $4,924-80.5% | $6,977-86.2% |
| Admin fee / account holder | $2,169 | $11,107-80.5% | $10,340-79.0% | $19,030-88.6% |