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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 | $51,481 | $111,878-54.0% | $93,727-45.1% | $145,897-64.7% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | -47.65% | 204.28%-251.9pp | 133.83%-181.5pp | 552.29%-599.9pp |
| Employer contribution / active EE | $687 | $3,092-77.8% | $2,421-71.6% | $4,663-85.3% |
| Participant deferral / active EE | $848 | $4,920-82.8% | $4,417-80.8% | $6,689-87.3% |
| Admin fee / account holder | $1,164 | $10,256-88.6% | $8,292-86.0% | $13,390-91.3% |