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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 | $12,325 | $133,981-90.8% | $112,249-89.0% | $134,532-90.8% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -21.61% | 47.16%-68.8pp | 27.48%-49.1pp | 418.27%-439.9pp |
| Employer contribution / active EE | $1,904 | $4,040-52.9% | $3,636-47.6% | $4,741-59.8% |
| Participant deferral / active EE | $1,239 | $5,292-76.6% | $4,729-73.8% | $6,401-80.6% |
| Admin fee / account holder | $5,956 | $7,492-20.5% | $6,412-7.1% | $11,429-47.9% |