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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 | $30,227 | $92,743-67.4% | $82,744-63.5% | $134,532-77.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -25.30% | 946.63%-971.9pp | 702.22%-727.5pp | 418.27%-443.6pp |
| Employer contribution / active EE | $648 | $3,273-80.2% | $3,008-78.4% | $4,741-86.3% |
| Participant deferral / active EE | $490 | $4,802-89.8% | $4,395-88.9% | $6,401-92.4% |
| Admin fee / account holder | $4,396 | $5,977-26.5% | $5,325-17.4% | $11,429-61.5% |