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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 | $154,228-62.5% | $145,433-60.2% | $137,256-57.8% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | -10.69% | 74.59%-85.3pp | 66.58%-77.3pp | 220.34%-231.0pp |
| Employer contribution / active EE | $1,941 | $4,804-59.6% | $4,554-57.4% | $4,156-53.3% |
| Participant deferral / active EE | $1,941 | $8,216-76.4% | $7,897-75.4% | $6,407-69.7% |
| Admin fee / account holder | $12,650 | $14,344-11.8% | $13,129-3.6% | $12,270+3.1% |