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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 | $66,984 | $133,981-50.0% | $112,249-40.3% | $134,532-50.2% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -20.70% | 47.16%-67.9pp | 27.48%-48.2pp | 418.27%-439.0pp |
| Employer contribution / active EE | $1,900 | $4,040-53.0% | $3,636-47.7% | $4,741-59.9% |
| Participant deferral / active EE | $70 | $5,292-98.7% | $4,729-98.5% | $6,401-98.9% |
| Admin fee / account holder | $2,356 | $7,492-68.5% | $6,412-63.3% | $11,429-79.4% |