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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 | $38,380 | $142,361-73.0% | $119,608-67.9% | $134,509-71.5% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.3%-16.8pp | 81.2%-18.7pp |
| Annual return | -20.71% | -12.46%-8.3pp | -14.98%-5.7pp | 418.13%-438.8pp |
| Employer contribution / active EE | $1,085 | $5,224-79.2% | $4,232-74.4% | $4,741-77.1% |
| Participant deferral / active EE | $1,923 | $6,468-70.3% | $5,601-65.7% | $6,400-70.0% |
| Admin fee / account holder | $3,039 | $13,588-77.6% | $10,326-70.6% | $11,427-73.4% |