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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 | $93,685 | $167,362-44.0% | $143,799-34.8% | $134,532-30.4% |
| Participation rate | 20.0% | 84.8%-64.8pp | 80.3%-60.3pp | 81.2%-61.2pp |
| Annual return | -26.64% | 0.47%-27.1pp | -0.04%-26.6pp | 418.27%-444.9pp |
| Employer contribution / active EE | $12,977 | $5,620+130.9% | $4,952+162.0% | $4,741+173.7% |
| Participant deferral / active EE | $1,500 | $6,447-76.7% | $5,638-73.4% | $6,401-76.6% |
| Admin fee / account holder | $2,015 | $18,094-88.9% | $14,677-86.3% | $11,429-82.4% |