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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 | $20,323 | $88,710-77.1% | $81,783-75.1% | $145,959-86.1% |
| Participation rate | 38.5% | 75.0%-36.6pp | 72.4%-33.9pp | 80.3%-41.8pp |
| Annual return | -19.99% | 1027.26%-1047.3pp | 775.05%-795.0pp | 561.95%-581.9pp |
| Employer contribution / active EE | $1,376 | $3,083-55.4% | $2,913-52.7% | $4,661-70.5% |
| Participant deferral / active EE | $606 | $4,645-86.9% | $4,320-86.0% | $6,689-90.9% |
| Admin fee / account holder | $6,036 | $8,407-28.2% | $7,380-18.2% | $13,398-55.0% |