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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 | $50,585 | $91,537-44.7% | $130,045-61.1% | $75,173-32.7% |
| Participation rate | 57.1% | 71.5%-14.3pp | 78.5%-21.4pp | 67.2%-10.1pp |
| Annual return | -8.16% | -631.55%+623.4pp | -137.30%+129.1pp | 160.72%-168.9pp |
| Employer contribution / active EE | $997 | $2,845-64.9% | $4,321-76.9% | $2,671-62.7% |
| Participant deferral / active EE | $1,830 | $4,343-57.9% | $5,820-68.6% | $4,126-55.6% |
| Admin fee / account holder | $2,565 | $6,780-62.2% | $10,600-75.8% | $5,651-54.6% |