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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 | $29,137 | $167,353-82.6% | $143,797-79.7% | $134,545-78.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -20.23% | 0.48%-20.7pp | -0.04%-20.2pp | 418.37%-438.6pp |
| Employer contribution / active EE | $1,410 | $5,620-74.9% | $4,952-71.5% | $4,742-70.3% |
| Participant deferral / active EE | $1,832 | $6,447-71.6% | $5,638-67.5% | $6,401-71.4% |
| Admin fee / account holder | $13,138 | $18,096-27.4% | $14,679-10.5% | $11,431+14.9% |