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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 | $111,785-53.9% | $93,669-45.0% | $145,877-64.7% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | -47.65% | 203.79%-251.4pp | 133.59%-181.2pp | 551.28%-598.9pp |
| Employer contribution / active EE | $687 | $3,096-77.8% | $2,424-71.6% | $4,663-85.3% |
| Participant deferral / active EE | $848 | $4,919-82.8% | $4,416-80.8% | $6,691-87.3% |
| Admin fee / account holder | $1,164 | $10,256-88.6% | $8,291-86.0% | $13,402-91.3% |