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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 | $23,290 | $56,197-58.6% | $67,652-65.6% | $59,633-60.9% |
| Participation rate | 57.3% | 71.5%-14.2pp | 75.7%-18.4pp | 68.7%-11.4pp |
| Annual return | -2.85% | 18508.10%-18511.0pp | 6625.40%-6628.2pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $803 | $1,615-50.2% | $2,266-64.5% | $2,203-63.5% |
| Participant deferral / active EE | $1,086 | $2,844-61.8% | $3,560-69.5% | $3,192-66.0% |
| Admin fee / account holder | $1,767 | $3,958-55.3% | $4,821-63.3% | $4,297-58.9% |