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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 | $23,502 | $45,152-47.9% | $73,836-68.2% | $59,633-60.6% |
| Participation rate | 32.4% | 64.0%-31.7pp | 73.4%-41.1pp | 68.7%-36.3pp |
| Annual return | -4.33% | 27.40%-31.7pp | 2268.06%-2272.4pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $348 | $1,901-81.7% | $2,787-87.5% | $2,203-84.2% |
| Participant deferral / active EE | $696 | $2,573-72.9% | $3,583-80.6% | $3,192-78.2% |
| Admin fee / account holder | $7,705 | $3,515+119.2% | $4,882+57.8% | $4,297+79.3% |