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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 | $30,350 | $160,059-81.0% | $140,019-78.3% | $135,380-77.6% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -9.95% | 911.48%-921.4pp | 651.17%-661.1pp | 519.81%-529.8pp |
| Employer contribution / active EE | $3,256 | $6,420-49.3% | $5,605-41.9% | $4,779-31.9% |
| Participant deferral / active EE | $1,557 | $7,641-79.6% | $6,927-77.5% | $5,609-72.2% |
| Admin fee / account holder | $1,849 | $13,328-86.1% | $10,705-82.7% | $10,828-82.9% |