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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 | $125,184-43.9% | $105,607-33.6% | $145,884-51.9% |
| Participation rate | 46.2% | 77.6%-31.5pp | 75.3%-29.1pp | 80.3%-34.1pp |
| Annual return | -51.53% | 225.00%-276.5pp | 116.11%-167.6pp | 551.85%-603.4pp |
| Employer contribution / active EE | $1,048 | $3,720-71.8% | $3,167-66.9% | $4,662-77.5% |
| Participant deferral / active EE | $1,048 | $5,714-81.7% | $5,011-79.1% | $6,690-84.3% |
| Admin fee / account holder | $1,878 | $17,133-89.0% | $10,958-82.9% | $13,392-86.0% |