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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 | $114,013-79.8% | $103,693-77.8% | $155,188-85.2% |
| Participation rate | 12.5% | 75.2%-62.7pp | 72.6%-60.1pp | 80.8%-68.3pp |
| Annual return | -4.45% | 49.31%-53.8pp | 47.61%-52.1pp | 148.84%-153.3pp |
| Employer contribution / active EE | $815 | $3,131-74.0% | $2,920-72.1% | $4,248-80.8% |
| Participant deferral / active EE | $961 | $4,970-80.7% | $4,579-79.0% | $6,531-85.3% |
| Admin fee / account holder | $2,169 | $8,407-74.2% | $7,858-72.4% | $14,480-85.0% |