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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 | $23,559 | $77,816-69.7% | $123,549-80.9% | $64,181-63.3% |
| Participation rate | 51.9% | 74.7%-22.9pp | 82.3%-30.4pp | 69.6%-17.7pp |
| Annual return | -9.83% | 12.49%-22.3pp | 119.20%-129.0pp | 7.63%-17.5pp |
| Employer contribution / active EE | $953 | $3,014-68.4% | $4,628-79.4% | $2,381-60.0% |
| Participant deferral / active EE | $1,901 | $5,240-63.7% | $6,426-70.4% | $3,470-45.2% |
| Admin fee / account holder | $416 | $5,519-92.5% | $9,284-95.5% | $4,887-91.5% |