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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 | $54,549 | $138,075-60.5% | $123,552-55.8% | $135,379-59.7% |
| Participation rate | 36.4% | 84.7%-48.4pp | 82.3%-45.9pp | 82.6%-46.3pp |
| Annual return | -10.33% | 153.70%-164.0pp | 119.20%-129.5pp | 519.79%-530.1pp |
| Employer contribution / active EE | $976 | $5,152-81.0% | $4,628-78.9% | $4,779-79.6% |
| Participant deferral / active EE | $2,063 | $6,800-69.7% | $6,426-67.9% | $5,609-63.2% |
| Admin fee / account holder | $3,947 | $10,917-63.8% | $9,285-57.5% | $10,828-63.5% |