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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 | $20,632 | $112,935-81.7% | $90,970-77.3% | $158,966-87.0% |
| Participation rate | 54.5% | 74.7%-20.2pp | 69.0%-14.5pp | 82.0%-27.4pp |
| Annual return | -17.79% | 215.79%-233.6pp | 134.58%-152.4pp | 302.95%-320.7pp |
| Employer contribution / active EE | $575 | $2,895-80.1% | $2,122-72.9% | $4,762-87.9% |
| Participant deferral / active EE | $849 | $4,129-79.4% | $3,373-74.8% | $5,983-85.8% |
| Admin fee / account holder | $7,767 | $8,045-3.5% | $5,960+30.3% | $11,250-31.0% |