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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 | $57,569 | $92,707-37.9% | $82,726-30.4% | $134,493-57.2% |
| Participation rate | 37.5% | 75.2%-37.7pp | 72.6%-35.1pp | 81.2%-43.7pp |
| Annual return | -21.93% | 945.12%-967.1pp | 701.33%-723.3pp | 418.01%-439.9pp |
| Employer contribution / active EE | $801 | $3,274-75.5% | $3,009-73.4% | $4,740-83.1% |
| Participant deferral / active EE | $804 | $4,801-83.3% | $4,394-81.7% | $6,400-87.4% |
| Admin fee / account holder | $2,447 | $5,980-59.1% | $5,328-54.1% | $11,425-78.6% |