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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 | $28,841 | $138,076-79.1% | $123,553-76.7% | $135,380-78.7% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -12.39% | 153.70%-166.1pp | 119.21%-131.6pp | 519.81%-532.2pp |
| Employer contribution / active EE | $1,247 | $5,152-75.8% | $4,628-73.0% | $4,779-73.9% |
| Participant deferral / active EE | $1,383 | $6,800-79.7% | $6,426-78.5% | $5,609-75.3% |
| Admin fee / account holder | $468 | $10,917-95.7% | $9,284-95.0% | $10,828-95.7% |