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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 | $18,356 | $107,368-82.9% | $92,915-80.2% | $152,909-88.0% |
| Participation rate | 61.9% | 79.8%-17.9pp | 76.0%-14.1pp | 82.5%-20.6pp |
| Annual return | -2.48% | 145.64%-148.1pp | 109.45%-111.9pp | 345.46%-347.9pp |
| Employer contribution / active EE | $1,711 | $4,222-59.5% | $3,653-53.2% | $4,764-64.1% |
| Participant deferral / active EE | $279 | $4,848-94.2% | $4,238-93.4% | $5,851-95.2% |
| Admin fee / account holder | $795 | $7,082-88.8% | $5,796-86.3% | $11,601-93.1% |