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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 | $13,810 | $95,915-85.6% | $79,580-82.6% | $134,532-89.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -22.24% | -2.71%-19.5pp | 0.15%-22.4pp | 418.27%-440.5pp |
| Employer contribution / active EE | $1,131 | $3,129-63.9% | $2,413-53.1% | $4,741-76.1% |
| Participant deferral / active EE | $1,131 | $4,693-75.9% | $3,985-71.6% | $6,401-82.3% |
| Admin fee / account holder | $1,048 | $9,132-88.5% | $6,835-84.7% | $11,429-90.8% |