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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 | $69,257 | $106,549-35.0% | $91,225-24.1% | $134,509-48.5% |
| Participation rate | 45.8% | 76.8%-31.0pp | 73.2%-27.4pp | 81.2%-35.4pp |
| Annual return | -27.17% | 160.73%-187.9pp | 114.10%-141.3pp | 418.13%-445.3pp |
| Employer contribution / active EE | $734 | $3,331-78.0% | $2,851-74.3% | $4,741-84.5% |
| Participant deferral / active EE | $216 | $4,719-95.4% | $4,234-94.9% | $6,400-96.6% |
| Admin fee / account holder | $3,945 | $6,234-36.7% | $5,422-27.2% | $11,427-65.5% |