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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 | $36,595 | $138,114-73.5% | $125,391-70.8% | $134,545-72.8% |
| Participation rate | 37.5% | 84.5%-47.0pp | 82.4%-44.9pp | 81.2%-43.7pp |
| Annual return | -39.43% | 750.88%-790.3pp | 572.41%-611.8pp | 418.37%-457.8pp |
| Employer contribution / active EE | $2,433 | $5,246-53.6% | $4,816-49.5% | $4,742-48.7% |
| Participant deferral / active EE | $1,707 | $7,801-78.1% | $7,448-77.1% | $6,401-73.3% |
| Admin fee / account holder | $6,911 | $11,570-40.3% | $10,009-30.9% | $11,431-39.5% |