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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 | $44,681 | $92,743-51.8% | $82,744-46.0% | $134,532-66.8% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 81.2%-61.2pp |
| Annual return | -21.92% | 946.63%-968.5pp | 702.22%-724.1pp | 418.27%-440.2pp |
| Employer contribution / active EE | $538 | $3,273-83.6% | $3,008-82.1% | $4,741-88.7% |
| Participant deferral / active EE | $381 | $4,802-92.1% | $4,395-91.3% | $6,401-94.0% |
| Admin fee / account holder | $8,549 | $5,977+43.0% | $5,325+60.5% | $11,429-25.2% |