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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 | $23,026 | $90,397-74.5% | $76,002-69.7% | $145,959-84.2% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.1%-9.1pp | 80.3%-20.3pp |
| Annual return | -10.30% | 621.97%-632.3pp | 360.07%-370.4pp | 561.95%-572.2pp |
| Employer contribution / active EE | $752 | $3,317-77.3% | $2,688-72.0% | $4,661-83.9% |
| Participant deferral / active EE | $752 | $5,163-85.4% | $4,257-82.3% | $6,689-88.8% |
| Admin fee / account holder | $3,758 | $8,369-55.1% | $6,414-41.4% | $13,398-71.9% |