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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 | $22,986 | $45,566-49.6% | $64,105-64.1% | $59,633-61.5% |
| Participation rate | 16.3% | 60.2%-43.9pp | 68.2%-51.9pp | 68.7%-52.4pp |
| Annual return | -3.23% | 4.95%-8.2pp | 791.24%-794.5pp | 2041.40%-2044.6pp |
| Employer contribution / active EE | $292 | $934-68.7% | $1,820-83.9% | $2,203-86.7% |
| Participant deferral / active EE | $798 | $2,057-61.2% | $2,822-71.7% | $3,192-75.0% |
| Admin fee / account holder | $2,458 | $3,268-24.8% | $4,499-45.4% | $4,297-42.8% |