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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 | $32,070 | $109,411-70.7% | $89,435-64.1% | $158,982-79.8% |
| Participation rate | 42.9% | 74.3%-31.4pp | 68.0%-25.1pp | 82.0%-39.1pp |
| Annual return | -13.06% | 345.68%-358.7pp | 245.55%-258.6pp | 302.99%-316.1pp |
| Employer contribution / active EE | $623 | $3,173-80.4% | $2,587-75.9% | $4,763-86.9% |
| Participant deferral / active EE | $744 | $4,600-83.8% | $3,890-80.9% | $5,983-87.6% |
| Admin fee / account holder | $6,349 | $6,159+3.1% | $4,884+30.0% | $11,252-43.6% |