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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 | $33,772 | $75,962-55.5% | $154,108-78.1% | $64,173-47.4% |
| Participation rate | 22.0% | 70.4%-48.4pp | 83.0%-61.0pp | 69.6%-47.6pp |
| Annual return | -8.76% | 30.32%-39.1pp | 735.21%-744.0pp | 7.63%-16.4pp |
| Employer contribution / active EE | $437 | $3,350-87.0% | $5,298-91.7% | $2,381-81.6% |
| Participant deferral / active EE | $673 | $3,175-78.8% | $5,081-86.8% | $3,470-80.6% |
| Admin fee / account holder | $33,133 | $5,589+492.8% | $13,411+147.0% | $4,887+577.9% |