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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 | $8,210 | $92,684-91.1% | $82,706-90.1% | $134,509-93.9% |
| Participation rate | 31.3% | 75.2%-43.9pp | 72.6%-41.3pp | 81.2%-50.0pp |
| Annual return | -21.21% | 945.84%-967.1pp | 701.76%-723.0pp | 418.13%-439.3pp |
| Employer contribution / active EE | $558 | $3,272-83.0% | $3,007-81.5% | $4,741-88.2% |
| Participant deferral / active EE | $600 | $4,800-87.5% | $4,394-86.3% | $6,400-90.6% |
| Admin fee / account holder | $553 | $5,982-90.8% | $5,329-89.6% | $11,427-95.2% |