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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 | $62,909 | $103,387-39.2% | $87,102-27.8% | $152,885-58.9% |
| Participation rate | 17.6% | 79.4%-61.7pp | 76.9%-59.2pp | 82.5%-64.8pp |
| Annual return | -1.33% | 28.10%-29.4pp | 28.19%-29.5pp | 345.39%-346.7pp |
| Employer contribution / active EE | $838 | $3,221-74.0% | $2,521-66.7% | $4,763-82.4% |
| Participant deferral / active EE | $788 | $4,778-83.5% | $4,048-80.5% | $5,851-86.5% |
| Admin fee / account holder | $1,462 | $12,193-88.0% | $7,491-80.5% | $11,598-87.4% |