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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 | $20,084 | $138,102-85.5% | $125,381-84.0% | $134,532-85.1% |
| Participation rate | 38.1% | 84.5%-46.4pp | 82.4%-44.3pp | 81.2%-43.1pp |
| Annual return | -23.96% | 750.73%-774.7pp | 572.31%-596.3pp | 418.27%-442.2pp |
| Employer contribution / active EE | $8,972 | $5,245+71.0% | $4,815+86.3% | $4,741+89.2% |
| Participant deferral / active EE | $2,145 | $7,801-72.5% | $7,448-71.2% | $6,401-66.5% |
| Admin fee / account holder | $17,098 | $11,568+47.8% | $10,007+70.9% | $11,429+49.6% |