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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 | $22,351 | $75,832-70.5% | $147,618-84.9% | $59,633-62.5% |
| Participation rate | 23.1% | 71.6%-48.5pp | 84.6%-61.5pp | 68.7%-45.6pp |
| Annual return | -4.73% | 0.37%-5.1pp | 61.98%-66.7pp | 2041.40%-2046.1pp |
| Employer contribution / active EE | $438 | $3,485-87.4% | $5,565-92.1% | $2,203-80.1% |
| Participant deferral / active EE | $568 | $3,131-81.8% | $4,895-88.4% | $3,192-82.2% |
| Admin fee / account holder | $443 | $5,986-92.6% | $11,612-96.2% | $4,297-89.7% |