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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 | $62,756 | $92,766-32.4% | $82,763-24.2% | $134,545-53.4% |
| Participation rate | 22.2% | 75.2%-53.0pp | 72.6%-50.3pp | 81.2%-59.0pp |
| Annual return | -31.21% | 946.97%-978.2pp | 702.45%-733.7pp | 418.37%-449.6pp |
| Employer contribution / active EE | $562 | $3,273-82.8% | $3,008-81.3% | $4,742-88.1% |
| Participant deferral / active EE | $885 | $4,802-81.6% | $4,395-79.9% | $6,401-86.2% |
| Admin fee / account holder | $834 | $5,978-86.1% | $5,325-84.3% | $11,431-92.7% |