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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 | $23,529 | $138,102-83.0% | $125,381-81.2% | $134,532-82.5% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -20.94% | 750.73%-771.7pp | 572.31%-593.3pp | 418.27%-439.2pp |
| Employer contribution / active EE | $1,195 | $5,245-77.2% | $4,815-75.2% | $4,741-74.8% |
| Participant deferral / active EE | $1,716 | $7,801-78.0% | $7,448-77.0% | $6,401-73.2% |
| Admin fee / account holder | $1,857 | $11,568-84.0% | $10,007-81.4% | $11,429-83.8% |