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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 | $43,419 | $59,111-26.5% | $86,451-49.8% | $68,490-36.6% |
| Participation rate | 45.7% | 75.2%-29.5pp | 80.3%-34.6pp | 67.9%-22.2pp |
| Annual return | -21.02% | -0.22%-20.8pp | 4398.51%-4419.5pp | -7.85%-13.2pp |
| Employer contribution / active EE | $761 | $2,519-69.8% | $3,770-79.8% | $2,597-70.7% |
| Participant deferral / active EE | $2,357 | $5,900-60.1% | $6,953-66.1% | $4,028-41.5% |
| Admin fee / account holder | $2,232 | $5,640-60.4% | $6,734-66.9% | $5,403-58.7% |