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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 | $70,170 | $125,190-43.9% | $105,624-33.6% | $145,897-51.9% |
| Participation rate | 46.2% | 77.6%-31.5pp | 75.3%-29.1pp | 80.3%-34.2pp |
| Annual return | -51.53% | 225.22%-276.7pp | 116.20%-167.7pp | 552.29%-603.8pp |
| Employer contribution / active EE | $1,048 | $3,720-71.8% | $3,168-66.9% | $4,663-77.5% |
| Participant deferral / active EE | $1,048 | $5,716-81.7% | $5,013-79.1% | $6,689-84.3% |
| Admin fee / account holder | $1,878 | $17,138-89.0% | $10,961-82.9% | $13,390-86.0% |