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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 | $61,818 | $68,398-9.6% | $94,664-34.7% | $75,173-17.8% |
| Participation rate | 50.0% | 76.1%-26.1pp | 80.8%-30.8pp | 67.2%-17.2pp |
| Annual return | -7.15% | 616.72%-623.9pp | 156.84%-164.0pp | 160.72%-167.9pp |
| Employer contribution / active EE | $842 | $2,701-68.8% | $3,673-77.1% | $2,671-68.5% |
| Participant deferral / active EE | $1,447 | $6,537-77.9% | $7,417-80.5% | $4,126-64.9% |
| Admin fee / account holder | $7,842 | $5,324+47.3% | $7,222+8.6% | $5,651+38.8% |