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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 | $28,183 | $100,805-72.0% | $86,698-67.5% | $134,532-79.1% |
| Participation rate | 50.0% | 79.0%-29.0pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -20.92% | 29.09%-50.0pp | 35.95%-56.9pp | 418.27%-439.2pp |
| Employer contribution / active EE | $769 | $3,490-78.0% | $2,837-72.9% | $4,741-83.8% |
| Participant deferral / active EE | $916 | $5,339-82.8% | $4,656-80.3% | $6,401-85.7% |
| Admin fee / account holder | $386 | $10,925-96.5% | $7,493-94.9% | $11,429-96.6% |