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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 | $26,920 | $127,387-78.9% | $115,038-76.6% | $125,389-78.5% |
| Participation rate | 38.5% | 84.2%-45.7pp | 81.4%-42.9pp | 83.2%-44.7pp |
| Annual return | -5.88% | 31.28%-37.2pp | 26.14%-32.0pp | 282.24%-288.1pp |
| Employer contribution / active EE | $1,158 | $5,166-77.6% | $4,608-74.9% | $4,866-76.2% |
| Participant deferral / active EE | $1,798 | $6,423-72.0% | $6,026-70.2% | $5,352-66.4% |
| Admin fee / account holder | $478 | $9,516-95.0% | $8,175-94.2% | $9,541-95.0% |