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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 | $24,374 | $118,708-79.5% | $98,920-75.4% | $158,966-84.7% |
| Participation rate | 58.3% | 77.8%-19.5pp | 76.0%-17.7pp | 82.0%-23.6pp |
| Annual return | -3.93% | 372.49%-376.4pp | 196.47%-200.4pp | 302.95%-306.9pp |
| Employer contribution / active EE | $796 | $3,334-76.1% | $2,689-70.4% | $4,762-83.3% |
| Participant deferral / active EE | $947 | $5,089-81.4% | $4,245-77.7% | $5,983-84.2% |
| Admin fee / account holder | $1,693 | $10,134-83.3% | $6,643-74.5% | $11,250-84.9% |