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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 | $74,041 | $153,769-51.8% | $133,975-44.7% | $273,972-73.0% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | -1.81% | 36.51%-38.3pp | 29.29%-31.1pp | 41.46%-43.3pp |
| Employer contribution / active EE | $19,058 | $6,029+216.1% | $5,211+265.7% | $4,869+291.4% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $577 | $11,765-95.1% | $9,324-93.8% | $10,133-94.3% |