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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 | $67,495 | $138,114-51.1% | $125,391-46.2% | $134,545-49.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -28.72% | 750.88%-779.6pp | 572.41%-601.1pp | 418.37%-447.1pp |
| Employer contribution / active EE | $3,273 | $5,246-37.6% | $4,816-32.0% | $4,742-31.0% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,181 | $11,570-89.8% | $10,009-88.2% | $11,431-89.7% |