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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 | $63,673 | $138,114-53.9% | $125,391-49.2% | $134,545-52.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -27.12% | 750.88%-778.0pp | 572.41%-599.5pp | 418.37%-445.5pp |
| Employer contribution / active EE | $2,100 | $5,246-60.0% | $4,816-56.4% | $4,742-55.7% |
| Participant deferral / active EE | $2,400 | $7,801-69.2% | $7,448-67.8% | $6,401-62.5% |
| Admin fee / account holder | $3,912 | $11,570-66.2% | $10,009-60.9% | $11,431-65.8% |