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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 | $20,811 | $23,330-10.8% | $64,489-67.7% | $82,448-74.8% |
| Participation rate | 14.9% | 68.3%-53.4pp | 67.7%-52.8pp | 68.1%-53.2pp |
| Annual return | -0.88% | 83.66%-84.5pp | 55.03%-55.9pp | 41.64%-42.5pp |
| Employer contribution / active EE | $213 | $824-74.2% | $1,523-86.0% | $2,551-91.7% |
| Participant deferral / active EE | $581 | $1,707-66.0% | $2,778-79.1% | $4,139-86.0% |
| Admin fee / account holder | $2,422 | $2,946-17.8% | $4,260-43.2% | $7,234-66.5% |