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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 | $35,071 | $75,962-53.8% | $154,108-77.2% | $64,173-45.3% |
| Participation rate | 26.4% | 70.4%-44.0pp | 83.0%-56.7pp | 69.6%-43.2pp |
| Annual return | -9.13% | 30.32%-39.4pp | 735.21%-744.3pp | 7.63%-16.8pp |
| Employer contribution / active EE | $629 | $3,350-81.2% | $5,298-88.1% | $2,381-73.6% |
| Participant deferral / active EE | $470 | $3,175-85.2% | $5,081-90.7% | $3,470-86.4% |
| Admin fee / account holder | $914 | $5,589-83.6% | $13,411-93.2% | $4,887-81.3% |