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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 | $37,279 | $110,240-66.2% | $96,544-61.4% | $139,487-73.3% |
| Participation rate | 30.0% | 78.1%-48.1pp | 76.0%-46.0pp | 80.3%-50.3pp |
| Annual return | -50.63% | 26.41%-77.0pp | 25.88%-76.5pp | 373.84%-424.5pp |
| Employer contribution / active EE | $2,533 | $3,622-30.1% | $2,966-14.6% | $4,755-46.7% |
| Participant deferral / active EE | $530 | $5,549-90.4% | $4,851-89.1% | $6,713-92.1% |
| Admin fee / account holder | $4,804 | $11,602-58.6% | $8,254-41.8% | $11,407-57.9% |