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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 | $58,483 | $100,911-42.0% | $90,440-35.3% | $158,966-63.2% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.7%-35.2pp | 82.0%-44.5pp |
| Annual return | -4.09% | 1726.62%-1730.7pp | 1294.38%-1298.5pp | 302.95%-307.0pp |
| Employer contribution / active EE | $231 | $3,690-93.7% | $3,263-92.9% | $4,762-95.1% |
| Participant deferral / active EE | $422 | $4,348-90.3% | $3,964-89.4% | $5,983-92.9% |
| Admin fee / account holder | $1,207 | $6,507-81.5% | $5,615-78.5% | $11,250-89.3% |