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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 | $27,357 | $154,228-82.3% | $145,433-81.2% | $137,256-80.1% |
| Participation rate | 37.5% | 83.8%-46.3pp | 82.1%-44.6pp | 80.0%-42.5pp |
| Annual return | -72.44% | 74.59%-147.0pp | 66.58%-139.0pp | 220.34%-292.8pp |
| Employer contribution / active EE | $855 | $4,804-82.2% | $4,554-81.2% | $4,156-79.4% |
| Participant deferral / active EE | $2,342 | $8,216-71.5% | $7,897-70.3% | $6,407-63.4% |
| Admin fee / account holder | $1,821 | $14,344-87.3% | $13,129-86.1% | $12,270-85.2% |