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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 | $11,240 | $92,743-87.9% | $82,744-86.4% | $134,532-91.6% |
| Participation rate | 18.2% | 75.2%-57.0pp | 72.6%-54.4pp | 81.2%-63.0pp |
| Annual return | -22.88% | 946.63%-969.5pp | 702.22%-725.1pp | 418.27%-441.1pp |
| Employer contribution / active EE | $323 | $3,273-90.1% | $3,008-89.3% | $4,741-93.2% |
| Participant deferral / active EE | $495 | $4,802-89.7% | $4,395-88.7% | $6,401-92.3% |
| Admin fee / account holder | $4,420 | $5,977-26.1% | $5,325-17.0% | $11,429-61.3% |