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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 | $46,833 | $138,075-66.1% | $123,552-62.1% | $135,379-65.4% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -9.35% | 153.70%-163.0pp | 119.20%-128.6pp | 519.79%-529.1pp |
| Employer contribution / active EE | $1,000 | $5,152-80.6% | $4,628-78.4% | $4,779-79.1% |
| Participant deferral / active EE | $1,052 | $6,800-84.5% | $6,426-83.6% | $5,609-81.2% |
| Admin fee / account holder | $661 | $10,917-93.9% | $9,285-92.9% | $10,828-93.9% |