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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 | $88,030 | $173,397-49.2% | $135,987-35.3% | $145,877-39.7% |
| Participation rate | 40.0% | 80.4%-40.4pp | 76.4%-36.4pp | 80.3%-40.3pp |
| Annual return | -6.24% | 1166.18%-1172.4pp | 580.01%-586.3pp | 551.28%-557.5pp |
| Employer contribution / active EE | $1,411 | $5,281-73.3% | $4,214-66.5% | $4,663-69.7% |
| Participant deferral / active EE | $2,040 | $8,710-76.6% | $7,027-71.0% | $6,691-69.5% |
| Admin fee / account holder | $1,004 | $9,663-89.6% | $6,716-85.0% | $13,402-92.5% |