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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 | $13,754 | $88,603-84.5% | $69,890-80.3% | $134,545-89.8% |
| Participation rate | 41.7% | 74.9%-33.3pp | 70.5%-28.8pp | 81.2%-39.6pp |
| Annual return | -21.19% | 442.93%-464.1pp | 190.84%-212.0pp | 418.37%-439.6pp |
| Employer contribution / active EE | $342 | $3,236-89.4% | $2,560-86.7% | $4,742-92.8% |
| Participant deferral / active EE | $803 | $4,771-83.2% | $3,848-79.1% | $6,401-87.5% |
| Admin fee / account holder | $7,992 | $10,443-23.5% | $6,267+27.5% | $11,431-30.1% |