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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 | $27,427 | $56,197-51.2% | $67,652-59.5% | $59,633-54.0% |
| Participation rate | 23.8% | 71.5%-47.7pp | 75.7%-51.9pp | 68.7%-44.9pp |
| Annual return | -3.75% | 18508.10%-18511.9pp | 6625.40%-6629.1pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $478 | $1,615-70.4% | $2,266-78.9% | $2,203-78.3% |
| Participant deferral / active EE | $957 | $2,844-66.3% | $3,560-73.1% | $3,192-70.0% |
| Admin fee / account holder | $347 | $3,958-91.2% | $4,821-92.8% | $4,297-91.9% |