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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 | $59,193 | $92,684-36.1% | $82,706-28.4% | $134,509-56.0% |
| Participation rate | 22.2% | 75.2%-53.0pp | 72.6%-50.3pp | 81.2%-59.0pp |
| Annual return | -21.39% | 945.84%-967.2pp | 701.76%-723.1pp | 418.13%-439.5pp |
| Employer contribution / active EE | $321 | $3,272-90.2% | $3,007-89.3% | $4,741-93.2% |
| Participant deferral / active EE | $573 | $4,800-88.1% | $4,394-87.0% | $6,400-91.0% |
| Admin fee / account holder | $51,917 | $5,982+767.9% | $5,329+874.3% | $11,427+354.4% |