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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 | $52,918 | $140,592-62.4% | $123,105-57.0% | $125,389-57.8% |
| Participation rate | 68.2% | 88.2%-20.0pp | 86.8%-18.6pp | 83.2%-15.0pp |
| Annual return | -3.89% | 16.80%-20.7pp | 13.22%-17.1pp | 282.24%-286.1pp |
| Employer contribution / active EE | $1,804 | $6,041-70.1% | $5,151-65.0% | $4,866-62.9% |
| Participant deferral / active EE | $1,730 | $6,980-75.2% | $6,229-72.2% | $5,352-67.7% |
| Admin fee / account holder | $920 | $11,198-91.8% | $9,014-89.8% | $9,541-90.4% |