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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 | $21,438 | $45,566-53.0% | $64,105-66.6% | $59,633-64.1% |
| Participation rate | 22.2% | 60.2%-37.9pp | 68.2%-45.9pp | 68.7%-46.4pp |
| Annual return | -4.50% | 4.95%-9.4pp | 791.24%-795.7pp | 2041.40%-2045.9pp |
| Employer contribution / active EE | $438 | $934-53.1% | $1,820-75.9% | $2,203-80.1% |
| Participant deferral / active EE | $576 | $2,057-72.0% | $2,822-79.6% | $3,192-81.9% |
| Admin fee / account holder | $537 | $3,268-83.6% | $4,499-88.1% | $4,297-87.5% |