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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 | $18,364 | $72,426-74.6% | $67,560-72.8% | $145,897-87.4% |
| Participation rate | 33.3% | 76.9%-43.6pp | 72.9%-39.6pp | 80.3%-47.0pp |
| Annual return | -3.89% | 7226.78%-7230.7pp | 3533.50%-3537.4pp | 552.29%-556.2pp |
| Employer contribution / active EE | $724 | $3,074-76.5% | $2,737-73.6% | $4,663-84.5% |
| Participant deferral / active EE | $724 | $4,785-84.9% | $4,004-81.9% | $6,689-89.2% |
| Admin fee / account holder | $2,012 | $5,514-63.5% | $3,994-49.6% | $13,390-85.0% |