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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 | $15,334 | $97,729-84.3% | $83,830-81.7% | $135,379-88.7% |
| Participation rate | 22.2% | 80.0%-57.7pp | 76.1%-53.9pp | 82.6%-60.4pp |
| Annual return | -11.95% | 1287.52%-1299.5pp | 850.97%-862.9pp | 519.79%-531.7pp |
| Employer contribution / active EE | $715 | $4,222-83.1% | $3,631-80.3% | $4,779-85.0% |
| Participant deferral / active EE | $1,083 | $4,683-76.9% | $4,082-73.5% | $5,609-80.7% |
| Admin fee / account holder | $1,255 | $6,674-81.2% | $5,479-77.1% | $10,828-88.4% |