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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 | $31,084 | $39,162-20.6% | $100,671-69.1% | $59,633-47.9% |
| Participation rate | 51.7% | 55.9%-4.1pp | 70.7%-19.0pp | 68.7%-16.9pp |
| Annual return | -44.97% | 21.07%-66.0pp | 20.43%-65.4pp | 2041.45%-2086.4pp |
| Employer contribution / active EE | $283 | $1,151-75.4% | $4,012-92.9% | $2,203-87.2% |
| Participant deferral / active EE | $542 | $1,992-72.8% | $3,144-82.8% | $3,192-83.0% |
| Admin fee / account holder | $508 | $2,969-82.9% | $4,850-89.5% | $4,297-88.2% |