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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 | $32,465 | $82,674-60.7% | $125,381-74.1% | $68,486-52.6% |
| Participation rate | 14.3% | 75.1%-60.8pp | 82.4%-68.1pp | 67.9%-53.6pp |
| Annual return | -23.28% | -5.97%-17.3pp | 572.31%-595.6pp | -7.85%-15.4pp |
| Employer contribution / active EE | $820 | $3,382-75.7% | $4,815-83.0% | $2,597-68.4% |
| Participant deferral / active EE | $1,303 | $6,111-78.7% | $7,448-82.5% | $4,028-67.7% |
| Admin fee / account holder | $723 | $6,277-88.5% | $10,007-92.8% | $5,404-86.6% |