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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 | $19,113 | $138,102-86.2% | $125,381-84.8% | $134,532-85.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -21.71% | 750.73%-772.4pp | 572.31%-594.0pp | 418.27%-440.0pp |
| Employer contribution / active EE | $2,003 | $5,245-61.8% | $4,815-58.4% | $4,741-57.8% |
| Participant deferral / active EE | $2,376 | $7,801-69.5% | $7,448-68.1% | $6,401-62.9% |
| Admin fee / account holder | $1,023 | $11,568-91.2% | $10,007-89.8% | $11,429-91.1% |