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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 | $30,345 | $138,075-78.0% | $123,552-75.4% | $135,379-77.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -10.10% | 153.70%-163.8pp | 119.20%-129.3pp | 519.79%-529.9pp |
| Employer contribution / active EE | $2,652 | $5,152-48.5% | $4,628-42.7% | $4,779-44.5% |
| Participant deferral / active EE | $1,231 | $6,800-81.9% | $6,426-80.8% | $5,609-78.1% |
| Admin fee / account holder | $439 | $10,917-96.0% | $9,285-95.3% | $10,828-95.9% |