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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 | $20,048 | $138,102-85.5% | $125,381-84.0% | $134,532-85.1% |
| Participation rate | 30.8% | 84.5%-53.7pp | 82.4%-51.6pp | 81.2%-50.5pp |
| Annual return | -24.98% | 750.73%-775.7pp | 572.31%-597.3pp | 418.27%-443.2pp |
| Employer contribution / active EE | $1,278 | $5,245-75.6% | $4,815-73.5% | $4,741-73.0% |
| Participant deferral / active EE | $1,987 | $7,801-74.5% | $7,448-73.3% | $6,401-69.0% |
| Admin fee / account holder | $313 | $11,568-97.3% | $10,007-96.9% | $11,429-97.3% |