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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 | $25,517 | $82,674-69.1% | $125,381-79.6% | $68,486-62.7% |
| Participation rate | 42.5% | 75.1%-32.6pp | 82.4%-39.9pp | 67.9%-25.4pp |
| Annual return | -19.74% | -5.97%-13.8pp | 572.31%-592.0pp | -7.85%-11.9pp |
| Employer contribution / active EE | $1,299 | $3,382-61.6% | $4,815-73.0% | $2,597-50.0% |
| Participant deferral / active EE | $2,184 | $6,111-64.3% | $7,448-70.7% | $4,028-45.8% |
| Admin fee / account holder | $2,276 | $6,277-63.7% | $10,007-77.3% | $5,404-57.9% |