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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 | $100,895-42.0% | $90,430-35.3% | $158,950-63.2% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.7%-35.2pp | 82.0%-44.5pp |
| Annual return | -4.09% | 1725.54%-1729.6pp | 1293.73%-1297.8pp | 302.91%-307.0pp |
| Employer contribution / active EE | $231 | $3,689-93.7% | $3,262-92.9% | $4,762-95.1% |
| Participant deferral / active EE | $422 | $4,347-90.3% | $3,963-89.4% | $5,983-92.9% |
| Admin fee / account holder | $1,207 | $6,505-81.4% | $5,613-78.5% | $11,248-89.3% |