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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 | $57,865 | $156,398-63.0% | $147,318-60.7% | $138,895-58.3% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | -10.69% | 78.75%-89.4pp | 70.43%-81.1pp | 145.39%-156.1pp |
| Employer contribution / active EE | $1,941 | $4,853-60.0% | $4,593-57.7% | $4,194-53.7% |
| Participant deferral / active EE | $1,941 | $8,237-76.4% | $7,906-75.4% | $6,396-69.6% |
| Admin fee / account holder | $12,650 | $14,976-15.5% | $13,708-7.7% | $12,562+0.7% |