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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 | $71,586 | $138,114-48.2% | $125,391-42.9% | $134,545-46.8% |
| Participation rate | 53.3% | 84.5%-31.2pp | 82.4%-29.1pp | 81.2%-27.9pp |
| Annual return | -24.61% | 750.88%-775.5pp | 572.41%-597.0pp | 418.37%-443.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,231 | $7,801-71.4% | $7,448-70.0% | $6,401-65.1% |
| Admin fee / account holder | $19,252 | $11,570+66.4% | $10,009+92.4% | $11,431+68.4% |