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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 | $38,286 | $138,075-72.3% | $123,552-69.0% | $135,379-71.7% |
| Participation rate | 25.0% | 84.7%-59.7pp | 82.3%-57.3pp | 82.6%-57.6pp |
| Annual return | -11.45% | 153.70%-165.1pp | 119.20%-130.7pp | 519.79%-531.2pp |
| Employer contribution / active EE | $10,298 | $5,152+99.9% | $4,628+122.5% | $4,779+115.5% |
| Participant deferral / active EE | $263 | $6,800-96.1% | $6,426-95.9% | $5,609-95.3% |
| Admin fee / account holder | $704 | $10,917-93.5% | $9,285-92.4% | $10,828-93.5% |