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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 | $31,153 | $138,114-77.4% | $125,391-75.2% | $134,545-76.8% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -22.39% | 750.88%-773.3pp | 572.41%-594.8pp | 418.37%-440.8pp |
| Employer contribution / active EE | $6,494 | $5,246+23.8% | $4,816+34.8% | $4,742+37.0% |
| Participant deferral / active EE | $2,186 | $7,801-72.0% | $7,448-70.7% | $6,401-65.9% |
| Admin fee / account holder | $3,624 | $11,570-68.7% | $10,009-63.8% | $11,431-68.3% |