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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 | $30,679 | $88,710-65.4% | $81,783-62.5% | $145,959-79.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | -1.22% | 1027.26%-1028.5pp | 775.05%-776.3pp | 561.95%-563.2pp |
| Employer contribution / active EE | $6,926 | $3,083+124.6% | $2,913+137.8% | $4,661+48.6% |
| Participant deferral / active EE | $620 | $4,645-86.7% | $4,320-85.7% | $6,689-90.7% |
| Admin fee / account holder | $327 | $8,407-96.1% | $7,380-95.6% | $13,398-97.6% |