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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 | $138,068-73.5% | $125,358-70.8% | $134,493-72.8% |
| Participation rate | 37.5% | 84.5%-47.0pp | 82.4%-44.9pp | 81.2%-43.7pp |
| Annual return | -39.43% | 750.30%-789.7pp | 572.03%-611.5pp | 418.01%-457.4pp |
| Employer contribution / active EE | $2,433 | $5,244-53.6% | $4,814-49.5% | $4,740-48.7% |
| Participant deferral / active EE | $1,707 | $7,799-78.1% | $7,447-77.1% | $6,400-73.3% |
| Admin fee / account holder | $6,911 | $11,568-40.3% | $10,007-30.9% | $11,425-39.5% |