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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 | $30,281 | $55,437-45.4% | $155,534-80.5% | $74,459-59.3% |
| Participation rate | 9.1% | 61.9%-52.8pp | 78.2%-69.1pp | 67.2%-58.1pp |
| Annual return | -5.16% | 269.58%-274.7pp | 64.92%-70.1pp | 1369.70%-1374.9pp |
| Employer contribution / active EE | $531 | $2,266-76.6% | $4,675-88.6% | $2,626-79.8% |
| Participant deferral / active EE | $274 | $2,837-90.4% | $5,630-95.1% | $4,350-93.7% |
| Admin fee / account holder | $708 | $1,742-59.4% | $15,900-95.5% | $1,945-63.6% |