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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 | $23,606 | $142,392-83.4% | $119,622-80.3% | $134,532-82.5% |
| Participation rate | 42.1% | 82.8%-40.7pp | 79.3%-37.2pp | 81.2%-39.1pp |
| Annual return | -39.02% | -12.46%-26.6pp | -14.98%-24.0pp | 418.27%-457.3pp |
| Employer contribution / active EE | $1,547 | $5,224-70.4% | $4,232-63.5% | $4,741-67.4% |
| Participant deferral / active EE | $1,877 | $6,467-71.0% | $5,601-66.5% | $6,401-70.7% |
| Admin fee / account holder | $9,394 | $13,593-30.9% | $10,328-9.0% | $11,429-17.8% |