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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 | $14,974 | $96,419-84.5% | $80,648-81.4% | $139,487-89.3% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | -7.27% | 1352.86%-1360.1pp | 937.21%-944.5pp | 373.84%-381.1pp |
| Employer contribution / active EE | $3,083 | $3,261-5.5% | $2,724+13.2% | $4,755-35.2% |
| Participant deferral / active EE | $761 | $5,225-85.4% | $4,443-82.9% | $6,713-88.7% |
| Admin fee / account holder | $3,000 | $6,605-54.6% | $5,382-44.3% | $11,407-73.7% |