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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 | $162,136-69.5% | $152,301-67.6% | $154,746-68.1% |
| Participation rate | 40.0% | 84.1%-44.1pp | 82.4%-42.4pp | 80.7%-40.7pp |
| Annual return | -7.96% | 91.02%-99.0pp | 80.50%-88.5pp | 172.34%-180.3pp |
| Employer contribution / active EE | $2,319 | $4,890-52.6% | $4,624-49.8% | $4,379-47.0% |
| Participant deferral / active EE | $2,319 | $8,341-72.2% | $8,004-71.0% | $6,730-65.5% |
| Admin fee / account holder | $66,458 | $15,759+321.7% | $14,398+361.6% | $14,365+362.6% |