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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 | $46,396 | $180,749-74.3% | $160,784-71.1% | $137,256-66.2% |
| Participation rate | 33.3% | 80.0%-46.6pp | 77.0%-43.6pp | 80.0%-46.6pp |
| Annual return | -8.20% | 2234.46%-2242.7pp | 1803.92%-1812.1pp | 220.34%-228.5pp |
| Employer contribution / active EE | $947 | $4,155-77.2% | $3,733-74.6% | $4,156-77.2% |
| Participant deferral / active EE | $1,125 | $6,844-83.6% | $6,293-82.1% | $6,407-82.4% |
| Admin fee / account holder | $35,360 | $10,397+240.1% | $9,717+263.9% | $12,270+188.2% |