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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 | $33,646 | $97,020-65.3% | $83,327-59.6% | $135,380-75.1% |
| Participation rate | 22.2% | 80.4%-58.2pp | 77.8%-55.5pp | 82.6%-60.4pp |
| Annual return | -11.06% | 12.31%-23.4pp | 10.64%-21.7pp | 519.81%-530.9pp |
| Employer contribution / active EE | $599 | $4,144-85.5% | $3,379-82.3% | $4,779-87.5% |
| Participant deferral / active EE | $796 | $5,964-86.6% | $5,565-85.7% | $5,609-85.8% |
| Admin fee / account holder | $1,497 | $8,426-82.2% | $7,540-80.1% | $10,828-86.2% |