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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 | $15,154 | $93,124-83.7% | $77,100-80.3% | $134,545-88.7% |
| Participation rate | 44.4% | 74.5%-30.1pp | 67.9%-23.5pp | 81.2%-36.8pp |
| Annual return | -23.35% | 62.68%-86.0pp | 42.35%-65.7pp | 418.37%-441.7pp |
| Employer contribution / active EE | $590 | $3,421-82.8% | $2,815-79.0% | $4,742-87.6% |
| Participant deferral / active EE | $590 | $5,242-88.7% | $4,430-86.7% | $6,401-90.8% |
| Admin fee / account holder | $1,096 | $6,970-84.3% | $5,443-79.9% | $11,431-90.4% |