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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 | $31,342 | $97,761-67.9% | $83,850-62.6% | $135,382-76.8% |
| Participation rate | 28.6% | 80.0%-51.4pp | 76.1%-47.6pp | 82.6%-54.1pp |
| Annual return | -22.88% | 1287.44%-1310.3pp | 850.92%-873.8pp | 519.77%-542.7pp |
| Employer contribution / active EE | $936 | $4,222-77.8% | $3,631-74.2% | $4,779-80.4% |
| Participant deferral / active EE | $741 | $4,682-84.2% | $4,082-81.8% | $5,609-86.8% |
| Admin fee / account holder | $8,176 | $6,674+22.5% | $5,478+49.2% | $10,829-24.5% |