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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 | $24,797 | $60,128-58.8% | $90,440-72.6% | $79,852-68.9% |
| Participation rate | 33.3% | 65.0%-31.7pp | 72.7%-39.4pp | 69.6%-36.3pp |
| Annual return | -0.59% | 71.95%-72.5pp | 1294.38%-1295.0pp | 31.72%-32.3pp |
| Employer contribution / active EE | $433 | $2,068-79.1% | $3,263-86.7% | $2,471-82.5% |
| Participant deferral / active EE | $742 | $2,939-74.8% | $3,964-81.3% | $3,740-80.2% |
| Admin fee / account holder | $12,625 | $3,977+217.4% | $5,615+124.9% | $5,306+137.9% |