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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 | $34,316 | $44,850-23.5% | $60,547-43.3% | $59,633-42.5% |
| Participation rate | 29.9% | 59.5%-29.6pp | 68.0%-38.1pp | 68.7%-38.8pp |
| Annual return | -4.04% | 1074.14%-1078.2pp | 335.64%-339.7pp | 2041.40%-2045.4pp |
| Employer contribution / active EE | $801 | $1,462-45.2% | $2,419-66.9% | $2,203-63.7% |
| Participant deferral / active EE | $621 | $2,230-72.1% | $3,328-81.3% | $3,192-80.5% |
| Admin fee / account holder | $7,544 | $3,635+107.5% | $4,536+66.3% | $4,297+75.6% |