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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 | $126,066 | $190,879-34.0% | $160,009-21.2% | $134,532-6.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -20.63% | 552.63%-573.3pp | 408.85%-429.5pp | 418.27%-438.9pp |
| Employer contribution / active EE | $671 | $4,995-86.6% | $4,225-84.1% | $4,741-85.8% |
| Participant deferral / active EE | $1,306 | $6,924-81.1% | $6,183-78.9% | $6,401-79.6% |
| Admin fee / account holder | $673 | $10,495-93.6% | $8,715-92.3% | $11,429-94.1% |