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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 | $31,670 | $180,459-82.5% | $154,108-79.4% | $135,380-76.6% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -9.37% | 888.21%-897.6pp | 735.21%-744.6pp | 519.81%-529.2pp |
| Employer contribution / active EE | $3,864 | $6,035-36.0% | $5,298-27.1% | $4,779-19.1% |
| Participant deferral / active EE | $1,684 | $5,806-71.0% | $5,081-66.8% | $5,609-70.0% |
| Admin fee / account holder | $1,814 | $16,145-88.8% | $13,411-86.5% | $10,828-83.2% |