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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 | $54,796 | $138,102-60.3% | $125,381-56.3% | $134,532-59.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -24.31% | 750.73%-775.0pp | 572.31%-596.6pp | 418.27%-442.6pp |
| Employer contribution / active EE | $1,115 | $5,245-78.7% | $4,815-76.8% | $4,741-76.5% |
| Participant deferral / active EE | $2,065 | $7,801-73.5% | $7,448-72.3% | $6,401-67.7% |
| Admin fee / account holder | $1,211 | $11,568-89.5% | $10,007-87.9% | $11,429-89.4% |