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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 | $40,227 | $167,362-76.0% | $143,799-72.0% | $134,532-70.1% |
| Participation rate | 63.6% | 84.8%-21.2pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -22.13% | 0.47%-22.6pp | -0.04%-22.1pp | 418.27%-440.4pp |
| Employer contribution / active EE | $1,556 | $5,620-72.3% | $4,952-68.6% | $4,741-67.2% |
| Participant deferral / active EE | $1,866 | $6,447-71.1% | $5,638-66.9% | $6,401-70.9% |
| Admin fee / account holder | $11,984 | $18,094-33.8% | $14,677-18.4% | $11,429+4.9% |