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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 | $36,333 | $135,645-73.2% | $110,243-67.0% | $135,380-73.2% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -8.73% | 513.24%-522.0pp | 314.76%-323.5pp | 519.81%-528.5pp |
| Employer contribution / active EE | $1,549 | $4,907-68.4% | $3,827-59.5% | $4,779-67.6% |
| Participant deferral / active EE | $973 | $5,507-82.3% | $4,672-79.2% | $5,609-82.7% |
| Admin fee / account holder | $4,208 | $11,458-63.3% | $8,548-50.8% | $10,828-61.1% |