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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 | $29,832 | $61,787-51.7% | $97,197-69.3% | $80,925-63.1% |
| Participation rate | 42.2% | 63.5%-21.3pp | 72.7%-30.5pp | 67.7%-25.4pp |
| Annual return | 0.84% | -558.16%+559.0pp | 75.47%-74.6pp | 35.65%-34.8pp |
| Employer contribution / active EE | $611 | $1,836-66.7% | $2,723-77.5% | $2,756-77.8% |
| Participant deferral / active EE | $637 | $3,027-78.9% | $4,263-85.1% | $4,299-85.2% |
| Admin fee / account holder | $14,449 | $5,170+179.5% | $5,637+156.3% | $6,940+108.2% |