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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 | $34,981 | $113,941-69.3% | $94,228-62.9% | $125,388-72.1% |
| Participation rate | 68.8% | 82.9%-14.1pp | 78.8%-10.0pp | 83.2%-14.4pp |
| Annual return | -3.66% | 5.29%-8.9pp | 10.68%-14.3pp | 282.24%-285.9pp |
| Employer contribution / active EE | $1,469 | $4,727-68.9% | $3,587-59.1% | $4,866-69.8% |
| Participant deferral / active EE | $1,469 | $5,179-71.6% | $4,320-66.0% | $5,352-72.6% |
| Admin fee / account holder | $26,197 | $8,392+212.2% | $6,269+317.9% | $9,541+174.6% |