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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 | $23,040 | $102,595-77.5% | $94,057-75.5% | $154,746-85.1% |
| Participation rate | 12.5% | 76.0%-63.5pp | 73.3%-60.8pp | 80.7%-68.2pp |
| Annual return | -4.45% | 583.42%-587.9pp | 480.62%-485.1pp | 172.34%-176.8pp |
| Employer contribution / active EE | $815 | $3,147-74.1% | $2,933-72.2% | $4,379-81.4% |
| Participant deferral / active EE | $961 | $5,118-81.2% | $4,709-79.6% | $6,730-85.7% |
| Admin fee / account holder | $2,169 | $7,736-72.0% | $7,244-70.1% | $14,365-84.9% |