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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 | $49,385 | $156,398-68.4% | $147,318-66.5% | $138,895-64.4% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | -7.96% | 78.75%-86.7pp | 70.43%-78.4pp | 145.39%-153.4pp |
| Employer contribution / active EE | $2,319 | $4,853-52.2% | $4,593-49.5% | $4,194-44.7% |
| Participant deferral / active EE | $2,319 | $8,237-71.8% | $7,906-70.7% | $6,396-63.7% |
| Admin fee / account holder | $66,458 | $14,976+343.8% | $13,708+384.8% | $12,562+429.0% |