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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 | $76,225 | $176,077-56.7% | $159,455-52.2% | $167,518-54.5% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | -0.89% | 331.83%-332.7pp | 263.63%-264.5pp | 478.71%-479.6pp |
| Employer contribution / active EE | $1,014 | $5,298-80.9% | $4,830-79.0% | $4,838-79.0% |
| Participant deferral / active EE | $2,470 | $7,751-68.1% | $7,353-66.4% | $6,342-61.0% |
| Admin fee / account holder | $424 | $12,556-96.6% | $10,800-96.1% | $12,312-96.6% |