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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 | $52,133 | $54,357-4.1% | $82,706-37.0% | $68,495-23.9% |
| Participation rate | 7.1% | 63.9%-56.8pp | 72.6%-65.4pp | 67.9%-60.7pp |
| Annual return | -21.96% | -13.67%-8.3pp | 701.76%-723.7pp | -7.84%-14.1pp |
| Employer contribution / active EE | $273 | $2,218-87.7% | $3,007-90.9% | $2,596-89.5% |
| Participant deferral / active EE | $478 | $3,246-85.3% | $4,394-89.1% | $4,028-88.1% |
| Admin fee / account holder | $1,035 | $4,396-76.4% | $5,329-80.6% | $5,403-80.8% |