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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 | $21,332 | $77,638-72.5% | $156,551-86.4% | $62,881-66.1% |
| Participation rate | 37.7% | 71.2%-33.5pp | 84.0%-46.3pp | 69.3%-31.6pp |
| Annual return | -3.60% | 50.33%-53.9pp | 32.23%-35.8pp | 20.14%-23.7pp |
| Employer contribution / active EE | $386 | $3,444-88.8% | $5,501-93.0% | $2,281-83.1% |
| Participant deferral / active EE | $809 | $3,046-73.4% | $4,871-83.4% | $3,203-74.7% |
| Admin fee / account holder | $11,466 | $5,561+106.2% | $13,028-12.0% | $4,296+166.9% |