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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 | $104,218 | $92,684+12.4% | $82,706+26.0% | $134,509-22.5% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -46.51% | 945.84%-992.3pp | 701.76%-748.3pp | 418.13%-464.6pp |
| Employer contribution / active EE | $539 | $3,272-83.5% | $3,007-82.1% | $4,741-88.6% |
| Participant deferral / active EE | $835 | $4,800-82.6% | $4,394-81.0% | $6,400-87.0% |
| Admin fee / account holder | $1,677 | $5,982-72.0% | $5,329-68.5% | $11,427-85.3% |