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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 | $30,002 | $138,102-78.3% | $125,381-76.1% | $134,532-77.7% |
| Participation rate | 31.8% | 84.5%-52.7pp | 82.4%-50.6pp | 81.2%-49.4pp |
| Annual return | -33.28% | 750.73%-784.0pp | 572.31%-605.6pp | 418.27%-451.5pp |
| Employer contribution / active EE | $1,173 | $5,245-77.6% | $4,815-75.6% | $4,741-75.3% |
| Participant deferral / active EE | $2,478 | $7,801-68.2% | $7,448-66.7% | $6,401-61.3% |
| Admin fee / account holder | $4,157 | $11,568-64.1% | $10,007-58.5% | $11,429-63.6% |