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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 | $67,641 | $95,895-29.5% | $79,576-15.0% | $134,509-49.7% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -21.68% | -2.72%-19.0pp | 0.15%-21.8pp | 418.13%-439.8pp |
| Employer contribution / active EE | $2,331 | $3,128-25.5% | $2,413-3.4% | $4,741-50.8% |
| Participant deferral / active EE | $1,105 | $4,693-76.5% | $3,985-72.3% | $6,400-82.7% |
| Admin fee / account holder | $4,215 | $9,129-53.8% | $6,834-38.3% | $11,427-63.1% |