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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 | $37,718 | $82,678-54.4% | $125,391-69.9% | $68,490-44.9% |
| Participation rate | 48.1% | 75.1%-27.0pp | 82.4%-34.3pp | 67.9%-19.8pp |
| Annual return | -20.20% | -5.97%-14.2pp | 572.41%-592.6pp | -7.85%-12.3pp |
| Employer contribution / active EE | $942 | $3,382-72.1% | $4,816-80.4% | $2,597-63.7% |
| Participant deferral / active EE | $1,720 | $6,111-71.9% | $7,448-76.9% | $4,028-57.3% |
| Admin fee / account holder | $14,911 | $6,277+137.5% | $10,009+49.0% | $5,403+176.0% |