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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 | $41,962 | $197,819-78.8% | $155,789-73.1% | $125,389-66.5% |
| Participation rate | 45.5% | 82.1%-36.6pp | 76.1%-30.6pp | 83.2%-37.7pp |
| Annual return | -56.37% | 86.73%-143.1pp | 71.54%-127.9pp | 282.24%-338.6pp |
| Employer contribution / active EE | $698 | $4,850-85.6% | $3,839-81.8% | $4,866-85.7% |
| Participant deferral / active EE | $698 | $5,631-87.6% | $4,798-85.5% | $5,352-87.0% |
| Admin fee / account holder | $4,001 | $9,544-58.1% | $7,477-46.5% | $9,541-58.1% |