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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 | $50,448 | $138,075-63.5% | $123,552-59.2% | $135,379-62.7% |
| Participation rate | 59.1% | 84.7%-25.6pp | 82.3%-23.2pp | 82.6%-23.6pp |
| Annual return | -13.42% | 153.70%-167.1pp | 119.20%-132.6pp | 519.79%-533.2pp |
| Employer contribution / active EE | $1,264 | $5,152-75.5% | $4,628-72.7% | $4,779-73.6% |
| Participant deferral / active EE | $1,932 | $6,800-71.6% | $6,426-69.9% | $5,609-65.6% |
| Admin fee / account holder | $308 | $10,917-97.2% | $9,285-96.7% | $10,828-97.2% |