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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 | $34,396 | $84,493-59.3% | $125,381-72.6% | $66,938-48.6% |
| Participation rate | 56.9% | 76.4%-19.5pp | 82.4%-25.5pp | 69.8%-13.0pp |
| Annual return | -24.15% | -8.49%-15.7pp | 572.31%-596.5pp | 1.58%-25.7pp |
| Employer contribution / active EE | $1,013 | $3,554-71.5% | $4,815-79.0% | $2,545-60.2% |
| Participant deferral / active EE | $1,858 | $6,783-72.6% | $7,448-75.0% | $4,238-56.2% |
| Admin fee / account holder | $1,736 | $685+153.5% | $10,007-82.6% | $594+192.6% |