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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 | $26,420 | $59,107-55.3% | $86,439-69.4% | $68,498-61.4% |
| Participation rate | 43.8% | 75.2%-31.5pp | 80.3%-36.6pp | 67.9%-24.1pp |
| Annual return | -19.70% | -0.23%-19.5pp | 4395.55%-4415.3pp | -7.84%-11.9pp |
| Employer contribution / active EE | $925 | $2,519-63.3% | $3,769-75.4% | $2,596-64.4% |
| Participant deferral / active EE | $2,266 | $5,901-61.6% | $6,952-67.4% | $4,027-43.7% |
| Admin fee / account holder | $450 | $5,637-92.0% | $6,732-93.3% | $5,403-91.7% |