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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 | $18,731 | $82,314-77.2% | $68,808-72.8% | $134,532-86.1% |
| Participation rate | 44.4% | 75.1%-30.6pp | 69.0%-24.6pp | 81.2%-36.8pp |
| Annual return | -23.42% | -2.18%-21.2pp | -6.37%-17.1pp | 418.27%-441.7pp |
| Employer contribution / active EE | $933 | $3,301-71.7% | $2,656-64.9% | $4,741-80.3% |
| Participant deferral / active EE | $1,027 | $4,740-78.3% | $3,942-74.0% | $6,401-84.0% |
| Admin fee / account holder | $3,096 | $6,484-52.2% | $4,936-37.3% | $11,429-72.9% |