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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 | $63,710 | $144,130-55.8% | $117,861-45.9% | $147,586-56.8% |
| Participation rate | 37.5% | 83.4%-45.9pp | 79.7%-42.2pp | 82.8%-45.3pp |
| Annual return | -3.44% | 531.20%-534.6pp | 335.11%-338.5pp | 578.59%-582.0pp |
| Employer contribution / active EE | $1,046 | $4,897-78.6% | $3,786-72.4% | $4,876-78.6% |
| Participant deferral / active EE | $1,046 | $5,316-80.3% | $4,482-76.7% | $5,439-80.8% |
| Admin fee / account holder | $8,009 | $10,887-26.4% | $8,021-0.1% | $10,886-26.4% |