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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 | $18,985 | $69,012-72.5% | $160,037-88.1% | $68,490-72.3% |
| Participation rate | 44.2% | 65.4%-21.2pp | 78.0%-33.8pp | 67.9%-23.7pp |
| Annual return | -22.24% | -9.65%-12.6pp | 408.95%-431.2pp | -7.85%-14.4pp |
| Employer contribution / active EE | $540 | $2,212-75.6% | $4,226-87.2% | $2,597-79.2% |
| Participant deferral / active EE | $1,290 | $4,212-69.4% | $6,184-79.1% | $4,028-68.0% |
| Admin fee / account holder | $996 | $4,798-79.2% | $8,716-88.6% | $5,403-81.6% |