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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 | $159,978-87.8% | $147,041-86.8% | $145,978-86.7% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | -16.25% | 98.36%-114.6pp | 419.21%-435.5pp | 550.52%-566.8pp |
| Employer contribution / active EE | $1,031 | $5,288-80.5% | $4,935-79.1% | $4,662-77.9% |
| Participant deferral / active EE | $2,160 | $8,429-74.4% | $8,071-73.2% | $6,690-67.7% |
| Admin fee / account holder | $6,563 | $15,053-56.4% | $13,006-49.5% | $13,400-51.0% |