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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 | $92,766-37.9% | $82,763-30.4% | $134,545-57.2% |
| Participation rate | 37.5% | 75.2%-37.7pp | 72.6%-35.1pp | 81.2%-43.7pp |
| Annual return | -21.93% | 946.97%-968.9pp | 702.45%-724.4pp | 418.37%-440.3pp |
| Employer contribution / active EE | $801 | $3,273-75.5% | $3,008-73.4% | $4,742-83.1% |
| Participant deferral / active EE | $804 | $4,802-83.3% | $4,395-81.7% | $6,401-87.4% |
| Admin fee / account holder | $2,447 | $5,978-59.1% | $5,325-54.0% | $11,431-78.6% |