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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 | $20,562 | $176,077-88.3% | $159,455-87.1% | $167,518-87.7% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | -4.04% | 331.83%-335.9pp | 263.63%-267.7pp | 478.71%-482.7pp |
| Employer contribution / active EE | $1,325 | $5,298-75.0% | $4,830-72.6% | $4,838-72.6% |
| Participant deferral / active EE | $1,656 | $7,751-78.6% | $7,353-77.5% | $6,342-73.9% |
| Admin fee / account holder | $2,053 | $12,556-83.6% | $10,800-81.0% | $12,312-83.3% |