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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 | $26,859 | $77,638-65.4% | $156,551-82.8% | $62,881-57.3% |
| Participation rate | 35.9% | 71.2%-35.3pp | 84.0%-48.1pp | 69.3%-33.4pp |
| Annual return | -2.33% | 50.33%-52.7pp | 32.23%-34.6pp | 20.14%-22.5pp |
| Employer contribution / active EE | $617 | $3,444-82.1% | $5,501-88.8% | $2,281-72.9% |
| Participant deferral / active EE | $290 | $3,046-90.5% | $4,871-94.1% | $3,203-91.0% |
| Admin fee / account holder | $11,460 | $5,561+106.1% | $13,028-12.0% | $4,296+166.8% |