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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 | $15,967 | $54,357-70.6% | $82,706-80.7% | $68,495-76.7% |
| Participation rate | 57.5% | 63.9%-6.5pp | 72.6%-15.1pp | 67.9%-10.4pp |
| Annual return | -33.83% | -13.67%-20.2pp | 701.76%-735.6pp | -7.84%-26.0pp |
| Employer contribution / active EE | $1,172 | $2,218-47.2% | $3,007-61.0% | $2,596-54.9% |
| Participant deferral / active EE | $810 | $3,246-75.0% | $4,394-81.6% | $4,028-79.9% |
| Admin fee / account holder | $1,430 | $4,396-67.5% | $5,329-73.2% | $5,403-73.5% |