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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 | $74,680 | $138,102-45.9% | $125,381-40.4% | $134,532-44.5% |
| Participation rate | 16.7% | 84.5%-67.8pp | 82.4%-65.7pp | 81.2%-64.6pp |
| Annual return | -23.78% | 750.73%-774.5pp | 572.31%-596.1pp | 418.27%-442.0pp |
| Employer contribution / active EE | $11,508 | $5,245+119.4% | $4,815+139.0% | $4,741+142.7% |
| Participant deferral / active EE | $1,333 | $7,801-82.9% | $7,448-82.1% | $6,401-79.2% |
| Admin fee / account holder | $1,275 | $11,568-89.0% | $10,007-87.3% | $11,429-88.8% |