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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 | $40,697 | $144,130-71.8% | $117,861-65.5% | $147,586-72.4% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | -4.33% | 531.20%-535.5pp | 335.11%-339.4pp | 578.59%-582.9pp |
| Employer contribution / active EE | $1,580 | $4,897-67.7% | $3,786-58.3% | $4,876-67.6% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,278 | $10,887-88.3% | $8,021-84.1% | $10,886-88.3% |