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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 | $33,205 | $138,114-76.0% | $125,391-73.5% | $134,545-75.3% |
| Participation rate | 37.5% | 84.5%-47.0pp | 82.4%-44.9pp | 81.2%-43.7pp |
| Annual return | -23.75% | 750.88%-774.6pp | 572.41%-596.2pp | 418.37%-442.1pp |
| Employer contribution / active EE | $1,284 | $5,246-75.5% | $4,816-73.3% | $4,742-72.9% |
| Participant deferral / active EE | $2,308 | $7,801-70.4% | $7,448-69.0% | $6,401-63.9% |
| Admin fee / account holder | $13,728 | $11,570+18.6% | $10,009+37.2% | $11,431+20.1% |