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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 | $39,869 | $155,555-74.4% | $146,866-72.9% | $155,188-74.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | -7.86% | 115.41%-123.3pp | 102.85%-110.7pp | 148.84%-156.7pp |
| Employer contribution / active EE | $829 | $4,647-82.2% | $4,425-81.3% | $4,248-80.5% |
| Participant deferral / active EE | $1,693 | $8,044-79.0% | $7,759-78.2% | $6,531-74.1% |
| Admin fee / account holder | $195,857 | $14,755+1227.4% | $13,620+1338.0% | $14,480+1252.6% |