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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 | $29,228 | $52,519-44.3% | $155,789-81.2% | $59,633-51.0% |
| Participation rate | 25.0% | 61.7%-36.7pp | 76.1%-51.1pp | 68.7%-43.7pp |
| Annual return | -2.80% | 53.51%-56.3pp | 71.54%-74.3pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $442 | $1,589-72.2% | $3,839-88.5% | $2,203-79.9% |
| Participant deferral / active EE | $819 | $3,084-73.5% | $4,798-82.9% | $3,192-74.3% |
| Admin fee / account holder | $9,382 | $3,540+165.0% | $7,477+25.5% | $4,297+118.3% |