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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 | $15,187 | $45,152-66.4% | $73,836-79.4% | $59,633-74.5% |
| Participation rate | 21.6% | 64.0%-42.4pp | 73.4%-51.8pp | 68.7%-47.0pp |
| Annual return | -3.00% | 27.40%-30.4pp | 2268.06%-2271.1pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $385 | $1,901-79.7% | $2,787-86.2% | $2,203-82.5% |
| Participant deferral / active EE | $610 | $2,573-76.3% | $3,583-83.0% | $3,192-80.9% |
| Admin fee / account holder | $3,759 | $3,515+6.9% | $4,882-23.0% | $4,297-12.5% |