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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 | $19,687 | $44,850-56.1% | $60,547-67.5% | $59,633-67.0% |
| Participation rate | 21.9% | 59.5%-37.6pp | 68.0%-46.1pp | 68.7%-46.8pp |
| Annual return | -2.86% | 1074.14%-1077.0pp | 335.64%-338.5pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $466 | $1,462-68.1% | $2,419-80.7% | $2,203-78.8% |
| Participant deferral / active EE | $580 | $2,230-74.0% | $3,328-82.6% | $3,192-81.8% |
| Admin fee / account holder | $7,078 | $3,635+94.7% | $4,536+56.0% | $4,297+64.7% |