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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 | $19,757 | $112,935-82.5% | $90,970-78.3% | $158,966-87.6% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | -2.28% | 215.79%-218.1pp | 134.58%-136.9pp | 302.95%-305.2pp |
| Employer contribution / active EE | $11,155 | $2,895+285.4% | $2,122+425.5% | $4,762+134.2% |
| Participant deferral / active EE | $503 | $4,129-87.8% | $3,373-85.1% | $5,983-91.6% |
| Admin fee / account holder | $19,212 | $8,045+138.8% | $5,960+222.3% | $11,250+70.8% |