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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 | $26,884 | $75,962-64.6% | $154,108-82.6% | $64,173-58.1% |
| Participation rate | 63.3% | 70.4%-7.1pp | 83.0%-19.7pp | 69.6%-6.2pp |
| Annual return | -8.38% | 30.32%-38.7pp | 735.21%-743.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $688 | $3,350-79.5% | $5,298-87.0% | $2,381-71.1% |
| Participant deferral / active EE | $765 | $3,175-75.9% | $5,081-85.0% | $3,470-78.0% |
| Admin fee / account holder | $1,632 | $5,589-70.8% | $13,411-87.8% | $4,887-66.6% |