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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 | $37,697 | $82,674-54.4% | $125,381-69.9% | $68,486-45.0% |
| Participation rate | 44.6% | 75.1%-30.4pp | 82.4%-37.7pp | 67.9%-23.3pp |
| Annual return | -25.00% | -5.97%-19.0pp | 572.31%-597.3pp | -7.85%-17.1pp |
| Employer contribution / active EE | $782 | $3,382-76.9% | $4,815-83.8% | $2,597-69.9% |
| Participant deferral / active EE | $1,447 | $6,111-76.3% | $7,448-80.6% | $4,028-64.1% |
| Admin fee / account holder | $899 | $6,277-85.7% | $10,007-91.0% | $5,404-83.4% |