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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 | $34,789 | $127,387-72.7% | $115,038-69.8% | $125,389-72.3% |
| Participation rate | 40.0% | 84.2%-44.2pp | 81.4%-41.4pp | 83.2%-43.2pp |
| Annual return | -5.58% | 31.28%-36.9pp | 26.14%-31.7pp | 282.24%-287.8pp |
| Employer contribution / active EE | $1,813 | $5,166-64.9% | $4,608-60.7% | $4,866-62.8% |
| Participant deferral / active EE | $1,813 | $6,423-71.8% | $6,026-69.9% | $5,352-66.1% |
| Admin fee / account holder | $13,961 | $9,516+46.7% | $8,175+70.8% | $9,541+46.3% |