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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 | $61,529 | $165,399-62.8% | $149,745-58.9% | $158,982-61.3% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | -1.89% | 348.34%-350.2pp | 276.72%-278.6pp | 302.99%-304.9pp |
| Employer contribution / active EE | $1,133 | $5,105-77.8% | $4,646-75.6% | $4,763-76.2% |
| Participant deferral / active EE | $1,417 | $7,183-80.3% | $6,843-79.3% | $5,983-76.3% |
| Admin fee / account holder | $28,120 | $10,811+160.1% | $9,312+202.0% | $11,252+149.9% |