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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 | $36,076 | $91,537-60.6% | $130,045-72.3% | $75,173-52.0% |
| Participation rate | 43.3% | 71.5%-28.1pp | 78.5%-35.2pp | 67.2%-23.9pp |
| Annual return | 5.15% | -631.55%+636.7pp | -137.30%+142.5pp | 160.72%-155.6pp |
| Employer contribution / active EE | $776 | $2,845-72.7% | $4,321-82.0% | $2,671-70.9% |
| Participant deferral / active EE | $1,008 | $4,343-76.8% | $5,820-82.7% | $4,126-75.6% |
| Admin fee / account holder | $13,476 | $6,780+98.8% | $10,600+27.1% | $5,651+138.5% |