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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 | $62,911 | $138,102-54.4% | $125,381-49.8% | $134,532-53.2% |
| Participation rate | 58.3% | 84.5%-26.2pp | 82.4%-24.0pp | 81.2%-22.9pp |
| Annual return | -25.11% | 750.73%-775.8pp | 572.31%-597.4pp | 418.27%-443.4pp |
| Employer contribution / active EE | $1,134 | $5,245-78.4% | $4,815-76.5% | $4,741-76.1% |
| Participant deferral / active EE | $2,367 | $7,801-69.7% | $7,448-68.2% | $6,401-63.0% |
| Admin fee / account holder | $882 | $11,568-92.4% | $10,007-91.2% | $11,429-92.3% |