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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 | $39,627 | $54,355-27.1% | $82,744-52.1% | $68,486-42.1% |
| Participation rate | 17.2% | 63.9%-46.7pp | 72.6%-55.4pp | 67.9%-50.7pp |
| Annual return | -20.47% | -13.67%-6.8pp | 702.22%-722.7pp | -7.85%-12.6pp |
| Employer contribution / active EE | $477 | $2,219-78.5% | $3,008-84.1% | $2,597-81.6% |
| Participant deferral / active EE | $808 | $3,246-75.1% | $4,395-81.6% | $4,028-79.9% |
| Admin fee / account holder | $1,586 | $4,397-63.9% | $5,325-70.2% | $5,404-70.7% |