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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 | $30,703 | $100,895-69.6% | $90,430-66.0% | $158,950-80.7% |
| Participation rate | 11.1% | 75.0%-63.9pp | 72.7%-61.6pp | 82.0%-70.9pp |
| Annual return | -11.91% | 1725.54%-1737.5pp | 1293.73%-1305.6pp | 302.91%-314.8pp |
| Employer contribution / active EE | $785 | $3,689-78.7% | $3,262-75.9% | $4,762-83.5% |
| Participant deferral / active EE | $527 | $4,347-87.9% | $3,963-86.7% | $5,983-91.2% |
| Admin fee / account holder | $46,707 | $6,505+618.0% | $5,613+732.1% | $11,248+315.2% |