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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 | $66,212 | $124,425-46.8% | $112,040-40.9% | $137,256-51.8% |
| Participation rate | 42.9% | 79.3%-36.5pp | 76.5%-33.6pp | 80.0%-37.1pp |
| Annual return | -2.46% | 24.72%-27.2pp | 24.52%-27.0pp | 220.34%-222.8pp |
| Employer contribution / active EE | $2,808 | $3,411-17.7% | $2,954-5.0% | $4,156-32.4% |
| Participant deferral / active EE | $1,203 | $5,718-79.0% | $5,098-76.4% | $6,407-81.2% |
| Admin fee / account holder | $84,974 | $15,207+458.8% | $12,098+602.4% | $12,270+592.5% |