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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 | $36,917 | $82,674-55.3% | $125,363-70.6% | $68,495-46.1% |
| Participation rate | 25.0% | 75.0%-50.0pp | 82.4%-57.4pp | 67.9%-42.9pp |
| Annual return | -19.44% | -5.97%-13.5pp | 572.15%-591.6pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,168 | $3,382-65.4% | $4,815-75.7% | $2,596-55.0% |
| Participant deferral / active EE | $1,754 | $6,111-71.3% | $7,447-76.4% | $4,028-56.5% |
| Admin fee / account holder | $2,486 | $6,276-60.4% | $10,005-75.2% | $5,403-54.0% |