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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 | $44,179 | $56,197-21.4% | $67,652-34.7% | $59,633-25.9% |
| Participation rate | 43.9% | 71.5%-27.6pp | 75.7%-31.8pp | 68.7%-24.8pp |
| Annual return | -2.86% | 18508.10%-18511.0pp | 6625.40%-6628.3pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $2,566 | $1,615+58.9% | $2,266+13.3% | $2,203+16.5% |
| Participant deferral / active EE | $884 | $2,844-68.9% | $3,560-75.2% | $3,192-72.3% |
| Admin fee / account holder | $1,497 | $3,958-62.2% | $4,821-68.9% | $4,297-65.2% |