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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 | $47,249 | $167,352-71.8% | $143,788-67.1% | $134,509-64.9% |
| Participation rate | 69.2% | 84.8%-15.6pp | 80.3%-11.1pp | 81.2%-12.0pp |
| Annual return | -28.75% | 0.47%-29.2pp | -0.03%-28.7pp | 418.13%-446.9pp |
| Employer contribution / active EE | $2,796 | $5,620-50.3% | $4,952-43.5% | $4,741-41.0% |
| Participant deferral / active EE | $1,255 | $6,447-80.5% | $5,638-77.7% | $6,400-80.4% |
| Admin fee / account holder | $680 | $18,091-96.2% | $14,675-95.4% | $11,427-94.1% |