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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 | $92,305 | $140,592-34.3% | $123,106-25.0% | $125,388-26.4% |
| Participation rate | 63.6% | 88.2%-24.6pp | 86.8%-23.1pp | 83.2%-19.6pp |
| Annual return | -12.83% | 16.80%-29.6pp | 13.22%-26.0pp | 282.24%-295.1pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,818 | $6,980-74.0% | $6,229-70.8% | $5,352-66.0% |
| Admin fee / account holder | $11,476 | $11,198+2.5% | $9,015+27.3% | $9,541+20.3% |