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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 | $21,199 | $85,171-75.1% | $172,752-87.7% | $72,975-71.0% |
| Participation rate | 28.6% | 70.1%-41.5pp | 82.6%-54.1pp | 69.5%-40.9pp |
| Annual return | -1.72% | 27.32%-29.0pp | 802.97%-804.7pp | 81.01%-82.7pp |
| Employer contribution / active EE | $475 | $3,324-85.7% | $5,144-90.8% | $2,440-80.5% |
| Participant deferral / active EE | $617 | $3,260-81.1% | $5,198-88.1% | $3,608-82.9% |
| Admin fee / account holder | $5,036 | $5,880-14.4% | $13,955-63.9% | $5,124-1.7% |