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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 | $99,505 | $142,361-30.1% | $119,608-16.8% | $134,509-26.0% |
| Participation rate | 55.6% | 82.8%-27.3pp | 79.3%-23.7pp | 81.2%-25.7pp |
| Annual return | -22.18% | -12.46%-9.7pp | -14.98%-7.2pp | 418.13%-440.3pp |
| Employer contribution / active EE | $1,104 | $5,224-78.9% | $4,232-73.9% | $4,741-76.7% |
| Participant deferral / active EE | $1,316 | $6,468-79.7% | $5,601-76.5% | $6,400-79.4% |
| Admin fee / account holder | $14,412 | $13,588+6.1% | $10,326+39.6% | $11,427+26.1% |