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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 | $50,381 | $52,519-4.1% | $155,789-67.7% | $59,633-15.5% |
| Participation rate | 28.6% | 61.7%-33.1pp | 76.1%-47.5pp | 68.7%-40.1pp |
| Annual return | -12.44% | 53.51%-66.0pp | 71.54%-84.0pp | 2041.45%-2053.9pp |
| Employer contribution / active EE | $907 | $1,589-42.9% | $3,839-76.4% | $2,203-58.8% |
| Participant deferral / active EE | $148 | $3,084-95.2% | $4,798-96.9% | $3,192-95.4% |
| Admin fee / account holder | $2,091 | $3,540-40.9% | $7,477-72.0% | $4,297-51.3% |