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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 | $10,044 | $92,684-89.2% | $82,706-87.9% | $134,509-92.5% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 81.2%-61.2pp |
| Annual return | -31.37% | 945.84%-977.2pp | 701.76%-733.1pp | 418.13%-449.5pp |
| Employer contribution / active EE | $1,274 | $3,272-61.1% | $3,007-57.6% | $4,741-73.1% |
| Participant deferral / active EE | $411 | $4,800-91.4% | $4,394-90.6% | $6,400-93.6% |
| Admin fee / account holder | $476 | $5,982-92.0% | $5,329-91.1% | $11,427-95.8% |