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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 | $23,562 | $118,467-80.1% | $98,450-76.1% | $139,456-83.1% |
| Participation rate | 63.6% | 77.5%-13.8pp | 75.2%-11.5pp | 80.3%-16.7pp |
| Annual return | -52.46% | 18.95%-71.4pp | 21.16%-73.6pp | 373.45%-425.9pp |
| Employer contribution / active EE | $1,161 | $3,611-67.8% | $3,049-61.9% | $4,753-75.6% |
| Participant deferral / active EE | $1,369 | $5,393-74.6% | $4,739-71.1% | $6,711-79.6% |
| Admin fee / account holder | $835 | $14,057-94.1% | $8,961-90.7% | $11,407-92.7% |