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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 | $87,319 | $138,114-36.8% | $125,391-30.4% | $134,545-35.1% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -22.11% | 750.88%-773.0pp | 572.41%-594.5pp | 418.37%-440.5pp |
| Employer contribution / active EE | $6,697 | $5,246+27.7% | $4,816+39.1% | $4,742+41.2% |
| Participant deferral / active EE | $1,667 | $7,801-78.6% | $7,448-77.6% | $6,401-74.0% |
| Admin fee / account holder | $1,697 | $11,570-85.3% | $10,009-83.0% | $11,431-85.2% |