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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 | $15,221 | $138,102-89.0% | $125,381-87.9% | $134,532-88.7% |
| Participation rate | 38.1% | 84.5%-46.4pp | 82.4%-44.3pp | 81.2%-43.1pp |
| Annual return | -25.13% | 750.73%-775.9pp | 572.31%-597.4pp | 418.27%-443.4pp |
| Employer contribution / active EE | $1,313 | $5,245-75.0% | $4,815-72.7% | $4,741-72.3% |
| Participant deferral / active EE | $606 | $7,801-92.2% | $7,448-91.9% | $6,401-90.5% |
| Admin fee / account holder | $494 | $11,568-95.7% | $10,007-95.1% | $11,429-95.7% |