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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 | $59,099 | $147,167-59.8% | $111,392-46.9% | $135,379-56.3% |
| Participation rate | 33.3% | 84.0%-50.7pp | 78.9%-45.5pp | 82.6%-49.3pp |
| Annual return | -8.81% | -4.44%-4.4pp | -2.06%-6.7pp | 519.79%-528.6pp |
| Employer contribution / active EE | $2,000 | $5,204-61.6% | $4,328-53.8% | $4,779-58.1% |
| Participant deferral / active EE | $1,000 | $6,565-84.8% | $5,567-82.0% | $5,609-82.2% |
| Admin fee / account holder | $589 | $20,270-97.1% | $12,266-95.2% | $10,828-94.6% |