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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 | $59,947 | $165,399-63.8% | $149,745-60.0% | $158,982-62.3% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | -2.26% | 348.34%-350.6pp | 276.72%-279.0pp | 302.99%-305.3pp |
| Employer contribution / active EE | $1,294 | $5,105-74.7% | $4,646-72.1% | $4,763-72.8% |
| Participant deferral / active EE | $2,144 | $7,183-70.2% | $6,843-68.7% | $5,983-64.2% |
| Admin fee / account holder | $7,473 | $10,811-30.9% | $9,312-19.8% | $11,252-33.6% |