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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 | $38,993 | $183,627-78.8% | $155,602-74.9% | $145,978-73.3% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | -16.43% | 61.32%-77.7pp | 64.81%-81.2pp | 550.52%-566.9pp |
| Employer contribution / active EE | $1,366 | $5,316-74.3% | $4,675-70.8% | $4,662-70.7% |
| Participant deferral / active EE | $1,631 | $6,466-74.8% | $5,629-71.0% | $6,690-75.6% |
| Admin fee / account holder | $5,441 | $19,327-71.8% | $15,923-65.8% | $13,400-59.4% |