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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 | $20,775 | $59,111-64.9% | $86,451-76.0% | $68,490-69.7% |
| Participation rate | 55.1% | 75.2%-20.2pp | 80.3%-25.3pp | 67.9%-12.8pp |
| Annual return | -77.15% | -0.22%-76.9pp | 4398.51%-4475.7pp | -7.85%-69.3pp |
| Employer contribution / active EE | $889 | $2,519-64.7% | $3,770-76.4% | $2,597-65.8% |
| Participant deferral / active EE | $2,030 | $5,900-65.6% | $6,953-70.8% | $4,028-49.6% |
| Admin fee / account holder | $1,238 | $5,640-78.1% | $6,734-81.6% | $5,403-77.1% |