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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 | $13,555 | $84,697-84.0% | $73,845-81.6% | $125,393-89.2% |
| Participation rate | 14.3% | 76.8%-62.5pp | 73.4%-59.2pp | 83.2%-68.9pp |
| Annual return | -8.04% | 3123.66%-3131.7pp | 2267.91%-2276.0pp | 282.23%-290.3pp |
| Employer contribution / active EE | $251 | $3,123-92.0% | $2,788-91.0% | $4,866-94.8% |
| Participant deferral / active EE | $503 | $3,993-87.4% | $3,583-86.0% | $5,351-90.6% |
| Admin fee / account holder | $834 | $5,692-85.3% | $4,881-82.9% | $9,541-91.3% |