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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 | $14,701 | $138,114-89.4% | $125,391-88.3% | $134,545-89.1% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -22.05% | 750.88%-772.9pp | 572.41%-594.5pp | 418.37%-440.4pp |
| Employer contribution / active EE | $1,030 | $5,246-80.4% | $4,816-78.6% | $4,742-78.3% |
| Participant deferral / active EE | $1,889 | $7,801-75.8% | $7,448-74.6% | $6,401-70.5% |
| Admin fee / account holder | $4,264 | $11,570-63.2% | $10,009-57.4% | $11,431-62.7% |