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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 | $59,170 | $176,105-66.4% | $159,474-62.9% | $167,536-64.7% |
| Participation rate | 40.0% | 85.0%-45.0pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 0.36% | 331.91%-331.6pp | 263.68%-263.3pp | 478.82%-478.5pp |
| Employer contribution / active EE | $1,437 | $5,299-72.9% | $4,831-70.2% | $4,839-70.3% |
| Participant deferral / active EE | $1,693 | $7,751-78.2% | $7,353-77.0% | $6,342-73.3% |
| Admin fee / account holder | $953 | $12,559-92.4% | $10,802-91.2% | $12,315-92.3% |