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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 | $37,894 | $135,956-72.1% | $123,894-69.4% | $273,972-86.2% |
| Participation rate | 58.3% | 84.1%-25.7pp | 81.4%-23.1pp | 83.0%-24.7pp |
| Annual return | -1.45% | 56.63%-58.1pp | 47.52%-49.0pp | 41.46%-42.9pp |
| Employer contribution / active EE | $1,635 | $5,170-68.4% | $4,617-64.6% | $4,869-66.4% |
| Participant deferral / active EE | $1,925 | $6,343-69.7% | $5,984-67.8% | $5,287-63.6% |
| Admin fee / account holder | $3,171 | $9,817-67.7% | $8,357-62.1% | $10,133-68.7% |