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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 | $48,965 | $84,685-42.2% | $73,836-33.7% | $125,389-60.9% |
| Participation rate | 20.0% | 76.8%-56.8pp | 73.4%-53.4pp | 83.2%-63.2pp |
| Annual return | -3.87% | 3123.80%-3127.7pp | 2268.06%-2271.9pp | 282.24%-286.1pp |
| Employer contribution / active EE | $1,341 | $3,123-57.1% | $2,787-51.9% | $4,866-72.4% |
| Participant deferral / active EE | $430 | $3,993-89.2% | $3,583-88.0% | $5,352-92.0% |
| Admin fee / account holder | $2,160 | $5,694-62.1% | $4,882-55.8% | $9,541-77.4% |