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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 | $78,888 | $81,208-2.9% | $98,920-20.3% | $79,852-1.2% |
| Participation rate | 35.5% | 72.5%-37.0pp | 76.0%-40.5pp | 69.6%-34.2pp |
| Annual return | -0.11% | 60.99%-61.1pp | 196.47%-196.6pp | 31.72%-31.8pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $846 | $3,265-74.1% | $4,245-80.1% | $3,740-77.4% |
| Admin fee / account holder | $4,353 | $6,013-27.6% | $6,643-34.5% | $5,306-18.0% |