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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 | $24,504 | $138,075-82.3% | $123,552-80.2% | $135,379-81.9% |
| Participation rate | 56.3% | 84.7%-28.5pp | 82.3%-26.0pp | 82.6%-26.4pp |
| Annual return | -12.04% | 153.70%-165.7pp | 119.20%-131.2pp | 519.79%-531.8pp |
| Employer contribution / active EE | $1,140 | $5,152-77.9% | $4,628-75.4% | $4,779-76.1% |
| Participant deferral / active EE | $2,204 | $6,800-67.6% | $6,426-65.7% | $5,609-60.7% |
| Admin fee / account holder | $342 | $10,917-96.9% | $9,285-96.3% | $10,828-96.8% |