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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 | $73,294 | $166,268-55.9% | $165,100-55.6% | $145,897-49.8% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.6%-35.8pp | 80.3%-37.4pp |
| Annual return | -10.98% | 100.52%-111.5pp | 70.21%-81.2pp | 552.29%-563.3pp |
| Employer contribution / active EE | $1,937 | $5,284-63.3% | $4,348-55.5% | $4,663-58.5% |
| Participant deferral / active EE | $1,856 | $6,964-73.4% | $6,035-69.3% | $6,689-72.3% |
| Admin fee / account holder | $2,368 | $16,659-85.8% | $12,696-81.3% | $13,390-82.3% |