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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 | $43,656 | $102,385-57.4% | $147,080-70.3% | $80,935-46.1% |
| Participation rate | 53.8% | 75.9%-22.0pp | 82.2%-28.3pp | 67.7%-13.8pp |
| Annual return | -9.86% | 135.09%-145.0pp | 420.17%-430.0pp | 35.66%-45.5pp |
| Employer contribution / active EE | $1,076 | $3,717-71.0% | $4,933-78.2% | $2,757-61.0% |
| Participant deferral / active EE | $2,444 | $6,651-63.3% | $8,066-69.7% | $4,299-43.2% |
| Admin fee / account holder | $10,313 | $7,951+29.7% | $12,989-20.6% | $6,924+48.9% |