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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 | $49,986 | $59,107-15.4% | $86,439-42.2% | $68,495-27.0% |
| Participation rate | 42.9% | 75.2%-32.4pp | 80.3%-37.5pp | 67.9%-25.0pp |
| Annual return | -24.93% | -0.23%-24.7pp | 4395.55%-4420.5pp | -7.84%-17.1pp |
| Employer contribution / active EE | $2,263 | $2,519-10.2% | $3,769-40.0% | $2,596-12.8% |
| Participant deferral / active EE | $1,580 | $5,901-73.2% | $6,952-77.3% | $4,028-60.8% |
| Admin fee / account holder | $711 | $5,637-87.4% | $6,732-89.4% | $5,403-86.8% |