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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 | $47,681 | $160,059-70.2% | $140,019-65.9% | $135,380-64.8% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -10.19% | 911.48%-921.7pp | 651.17%-661.4pp | 519.81%-530.0pp |
| Employer contribution / active EE | $1,383 | $6,420-78.5% | $5,605-75.3% | $4,779-71.1% |
| Participant deferral / active EE | $1,497 | $7,641-80.4% | $6,927-78.4% | $5,609-73.3% |
| Admin fee / account holder | $862 | $13,328-93.5% | $10,705-92.0% | $10,828-92.0% |