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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 | $22,686 | $56,197-59.6% | $67,652-66.5% | $59,633-62.0% |
| Participation rate | 54.3% | 71.5%-17.1pp | 75.7%-21.3pp | 68.7%-14.3pp |
| Annual return | -2.34% | 18508.10%-18510.4pp | 6625.40%-6627.7pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $429 | $1,615-73.4% | $2,266-81.1% | $2,203-80.5% |
| Participant deferral / active EE | $1,197 | $2,844-57.9% | $3,560-66.4% | $3,192-62.5% |
| Admin fee / account holder | $4,223 | $3,958+6.7% | $4,821-12.4% | $4,297-1.7% |