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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 | $37,867 | $160,028-76.3% | $147,080-74.3% | $145,884-74.0% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | -2.13% | 98.60%-100.7pp | 420.17%-422.3pp | 551.85%-554.0pp |
| Employer contribution / active EE | $1,040 | $5,286-80.3% | $4,933-78.9% | $4,662-77.7% |
| Participant deferral / active EE | $1,368 | $8,422-83.8% | $8,066-83.0% | $6,690-79.6% |
| Admin fee / account holder | $9,822 | $15,030-34.7% | $12,989-24.4% | $13,392-26.7% |