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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 | $36,515 | $56,200-35.0% | $67,653-46.0% | $59,633-38.8% |
| Participation rate | 41.0% | 71.5%-30.5pp | 75.7%-34.7pp | 68.7%-27.7pp |
| Annual return | -3.82% | 18506.71%-18510.5pp | 6625.22%-6629.0pp | 2041.40%-2045.2pp |
| Employer contribution / active EE | $418 | $1,615-74.1% | $2,266-81.5% | $2,203-81.0% |
| Participant deferral / active EE | $1,150 | $2,843-59.6% | $3,560-67.7% | $3,192-64.0% |
| Admin fee / account holder | $4,132 | $3,959+4.4% | $4,821-14.3% | $4,297-3.8% |