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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 | $28,622 | $100,970-71.7% | $96,576-70.4% | $137,256-79.1% |
| Participation rate | 63.6% | 82.6%-19.0pp | 81.4%-17.8pp | 80.0%-16.3pp |
| Annual return | -58.42% | 38.16%-96.6pp | 38.47%-96.9pp | 220.34%-278.8pp |
| Employer contribution / active EE | $1,035 | $3,809-72.8% | $3,553-70.9% | $4,156-75.1% |
| Participant deferral / active EE | $1,568 | $8,286-81.1% | $7,956-80.3% | $6,407-75.5% |
| Admin fee / account holder | $8,860 | $11,312-21.7% | $11,381-22.2% | $12,270-27.8% |