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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 | $37,183 | $109,905-66.2% | $98,506-62.3% | $167,553-77.8% |
| Participation rate | 40.0% | 75.8%-35.8pp | 73.3%-33.3pp | 82.1%-42.1pp |
| Annual return | -6.87% | 1960.20%-1967.1pp | 1494.92%-1501.8pp | 478.89%-485.8pp |
| Employer contribution / active EE | $544 | $3,226-83.1% | $2,961-81.6% | $4,840-88.8% |
| Participant deferral / active EE | $683 | $4,674-85.4% | $4,277-84.0% | $6,343-89.2% |
| Admin fee / account holder | $8,930 | $6,760+32.1% | $5,955+50.0% | $12,316-27.5% |