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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 | $33,764 | $82,678-59.2% | $125,391-73.1% | $68,490-50.7% |
| Participation rate | 56.6% | 75.1%-18.4pp | 82.4%-25.8pp | 67.9%-11.3pp |
| Annual return | -21.23% | -5.97%-15.3pp | 572.41%-593.6pp | -7.85%-13.4pp |
| Employer contribution / active EE | $805 | $3,382-76.2% | $4,816-83.3% | $2,597-69.0% |
| Participant deferral / active EE | $1,369 | $6,111-77.6% | $7,448-81.6% | $4,028-66.0% |
| Admin fee / account holder | $3,199 | $6,277-49.0% | $10,009-68.0% | $5,403-40.8% |