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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 | $20,985 | $167,352-87.5% | $143,788-85.4% | $134,509-84.4% |
| Participation rate | 47.1% | 84.8%-37.8pp | 80.3%-33.3pp | 81.2%-34.2pp |
| Annual return | -20.36% | 0.47%-20.8pp | -0.03%-20.3pp | 418.13%-438.5pp |
| Employer contribution / active EE | $1,564 | $5,620-72.2% | $4,952-68.4% | $4,741-67.0% |
| Participant deferral / active EE | $1,856 | $6,447-71.2% | $5,638-67.1% | $6,400-71.0% |
| Admin fee / account holder | $925 | $18,091-94.9% | $14,675-93.7% | $11,427-91.9% |