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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 | $56,353 | $99,644-43.4% | $86,438-34.8% | $134,532-58.1% |
| Participation rate | 40.0% | 82.1%-42.1pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -21.73% | 6787.26%-6809.0pp | 4397.19%-4418.9pp | 418.27%-440.0pp |
| Employer contribution / active EE | $1,001 | $4,402-77.3% | $3,769-73.5% | $4,741-78.9% |
| Participant deferral / active EE | $1,450 | $7,247-80.0% | $6,952-79.1% | $6,401-77.4% |
| Admin fee / account holder | $632 | $8,375-92.5% | $6,733-90.6% | $11,429-94.5% |