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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 | $88,815-65.5% | $81,882-62.5% | $145,897-79.0% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | -1.22% | 1033.75%-1035.0pp | 779.47%-780.7pp | 552.29%-553.5pp |
| Employer contribution / active EE | $6,926 | $3,086+124.4% | $2,916+137.5% | $4,663+48.6% |
| Participant deferral / active EE | $620 | $4,647-86.7% | $4,323-85.7% | $6,689-90.7% |
| Admin fee / account holder | $327 | $8,434-96.1% | $7,360-95.6% | $13,390-97.6% |