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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 | $98,722 | $138,102-28.5% | $125,381-21.3% | $134,532-26.6% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -20.93% | 750.73%-771.7pp | 572.31%-593.2pp | 418.27%-439.2pp |
| Employer contribution / active EE | $8,571 | $5,245+63.4% | $4,815+78.0% | $4,741+80.8% |
| Participant deferral / active EE | $2,213 | $7,801-71.6% | $7,448-70.3% | $6,401-65.4% |
| Admin fee / account holder | $2,168 | $11,568-81.3% | $10,007-78.3% | $11,429-81.0% |