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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 | $102,393-57.4% | $147,041-70.3% | $80,911-46.0% |
| Participation rate | 53.8% | 75.9%-22.0pp | 82.2%-28.3pp | 67.6%-13.8pp |
| Annual return | -9.86% | 134.95%-144.8pp | 419.21%-429.1pp | 35.63%-45.5pp |
| Employer contribution / active EE | $1,076 | $3,715-71.0% | $4,935-78.2% | $2,756-61.0% |
| Participant deferral / active EE | $2,444 | $6,647-63.2% | $8,071-69.7% | $4,297-43.1% |
| Admin fee / account holder | $10,313 | $7,943+29.8% | $13,006-20.7% | $6,935+48.7% |