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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 | $24,365 | $43,730-44.3% | $121,220-79.9% | $64,173-62.0% |
| Participation rate | 25.0% | 58.3%-33.3pp | 71.8%-46.8pp | 69.6%-44.6pp |
| Annual return | -11.11% | 68.94%-80.1pp | 16.94%-28.0pp | 7.63%-18.7pp |
| Employer contribution / active EE | $329 | $1,297-74.6% | $4,023-91.8% | $2,381-86.2% |
| Participant deferral / active EE | $843 | $2,281-63.0% | $3,345-74.8% | $3,470-75.7% |
| Admin fee / account holder | $1,502 | $3,502-57.1% | $5,021-70.1% | $4,887-69.3% |