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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 | $14,821 | $138,102-89.3% | $125,381-88.2% | $134,532-89.0% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -22.40% | 750.73%-773.1pp | 572.31%-594.7pp | 418.27%-440.7pp |
| Employer contribution / active EE | $1,534 | $5,245-70.8% | $4,815-68.2% | $4,741-67.7% |
| Participant deferral / active EE | $2,099 | $7,801-73.1% | $7,448-71.8% | $6,401-67.2% |
| Admin fee / account holder | $1,870 | $11,568-83.8% | $10,007-81.3% | $11,429-83.6% |