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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 | $47,556 | $125,778-62.2% | $114,563-58.5% | $154,746-69.3% |
| Participation rate | 17.6% | 75.2%-57.5pp | 72.9%-55.3pp | 80.7%-63.1pp |
| Annual return | -47.05% | 295.14%-342.2pp | 241.09%-288.1pp | 172.34%-219.4pp |
| Employer contribution / active EE | $382 | $2,806-86.4% | $2,592-85.2% | $4,379-91.3% |
| Participant deferral / active EE | $496 | $4,445-88.8% | $4,142-88.0% | $6,730-92.6% |
| Admin fee / account holder | $47,707 | $8,190+482.5% | $7,623+525.8% | $14,365+232.1% |