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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 | $33,008 | $92,684-64.4% | $82,706-60.1% | $134,509-75.5% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 81.2%-61.2pp |
| Annual return | -22.96% | 945.84%-968.8pp | 701.76%-724.7pp | 418.13%-441.1pp |
| Employer contribution / active EE | $352 | $3,272-89.2% | $3,007-88.3% | $4,741-92.6% |
| Participant deferral / active EE | $535 | $4,800-88.9% | $4,394-87.8% | $6,400-91.6% |
| Admin fee / account holder | $458 | $5,982-92.3% | $5,329-91.4% | $11,427-96.0% |