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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 | $18,046 | $190,879-90.5% | $160,009-88.7% | $134,532-86.6% |
| Participation rate | 38.5% | 82.0%-43.5pp | 78.0%-39.5pp | 81.2%-42.8pp |
| Annual return | -21.90% | 552.63%-574.5pp | 408.85%-430.7pp | 418.27%-440.2pp |
| Employer contribution / active EE | $846 | $4,995-83.1% | $4,225-80.0% | $4,741-82.2% |
| Participant deferral / active EE | $954 | $6,924-86.2% | $6,183-84.6% | $6,401-85.1% |
| Admin fee / account holder | $3,093 | $10,495-70.5% | $8,715-64.5% | $11,429-72.9% |