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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 | $29,440 | $82,674-64.4% | $125,381-76.5% | $68,486-57.0% |
| Participation rate | 31.0% | 75.1%-44.1pp | 82.4%-51.4pp | 67.9%-36.9pp |
| Annual return | -22.34% | -5.97%-16.4pp | 572.31%-594.6pp | -7.85%-14.5pp |
| Employer contribution / active EE | $953 | $3,382-71.8% | $4,815-80.2% | $2,597-63.3% |
| Participant deferral / active EE | $2,261 | $6,111-63.0% | $7,448-69.6% | $4,028-43.9% |
| Admin fee / account holder | $1,334 | $6,277-78.8% | $10,007-86.7% | $5,404-75.3% |