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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 | $19,512 | $92,684-78.9% | $82,706-76.4% | $134,509-85.5% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -21.22% | 945.84%-967.1pp | 701.76%-723.0pp | 418.13%-439.4pp |
| Employer contribution / active EE | $764 | $3,272-76.6% | $3,007-74.6% | $4,741-83.9% |
| Participant deferral / active EE | $764 | $4,800-84.1% | $4,394-82.6% | $6,400-88.1% |
| Admin fee / account holder | $1,875 | $5,982-68.6% | $5,329-64.8% | $11,427-83.6% |