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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 | $87,478 | $209,425-58.2% | $178,499-51.0% | $158,966-45.0% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | -5.85% | 188.80%-194.6pp | 151.10%-157.0pp | 302.95%-308.8pp |
| Employer contribution / active EE | $1,882 | $5,707-67.0% | $5,011-62.4% | $4,762-60.5% |
| Participant deferral / active EE | $350 | $5,955-94.1% | $5,202-93.3% | $5,983-94.2% |
| Admin fee / account holder | $472 | $17,078-97.2% | $13,986-96.6% | $11,250-95.8% |