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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 | $19,458 | $160,070-87.8% | $147,117-86.8% | $145,897-86.7% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.8pp |
| Annual return | -16.25% | 98.69%-114.9pp | 420.54%-436.8pp | 552.29%-568.5pp |
| Employer contribution / active EE | $1,031 | $5,285-80.5% | $4,932-79.1% | $4,663-77.9% |
| Participant deferral / active EE | $2,160 | $8,419-74.3% | $8,065-73.2% | $6,689-67.7% |
| Admin fee / account holder | $6,563 | $15,035-56.3% | $12,993-49.5% | $13,390-51.0% |