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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 | $8,936 | $92,743-90.4% | $82,744-89.2% | $134,532-93.4% |
| Participation rate | 43.8% | 75.2%-31.5pp | 72.6%-28.8pp | 81.2%-37.5pp |
| Annual return | -21.53% | 946.63%-968.2pp | 702.22%-723.7pp | 418.27%-439.8pp |
| Employer contribution / active EE | $403 | $3,273-87.7% | $3,008-86.6% | $4,741-91.5% |
| Participant deferral / active EE | $649 | $4,802-86.5% | $4,395-85.2% | $6,401-89.9% |
| Admin fee / account holder | $332 | $5,977-94.5% | $5,325-93.8% | $11,429-97.1% |