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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 | $25,421 | $99,011-74.3% | $86,582-70.6% | $147,586-82.8% |
| Participation rate | 22.2% | 76.3%-54.1pp | 73.5%-51.3pp | 82.8%-60.6pp |
| Annual return | -6.62% | 1312.75%-1319.4pp | 965.08%-971.7pp | 578.59%-585.2pp |
| Employer contribution / active EE | $153 | $3,132-95.1% | $2,839-94.6% | $4,876-96.9% |
| Participant deferral / active EE | $167 | $3,972-95.8% | $3,609-95.4% | $5,439-96.9% |
| Admin fee / account holder | $5,328 | $5,709-6.7% | $4,904+8.6% | $10,886-51.1% |