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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 | $95,907 | $110,093-12.9% | $97,295-1.4% | $145,897-34.3% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | -77.73% | 244.76%-322.5pp | 75.62%-153.3pp | 552.29%-630.0pp |
| Employer contribution / active EE | $554 | $3,077-82.0% | $2,723-79.7% | $4,663-88.1% |
| Participant deferral / active EE | $623 | $4,678-86.7% | $4,264-85.4% | $6,689-90.7% |
| Admin fee / account holder | $373 | $6,212-94.0% | $5,646-93.4% | $13,390-97.2% |