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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 | $78,806 | $81,208-3.0% | $98,920-20.3% | $79,852-1.3% |
| Participation rate | 43.1% | 72.5%-29.4pp | 76.0%-32.9pp | 69.6%-26.5pp |
| Annual return | 4.91% | 60.99%-56.1pp | 196.47%-191.6pp | 31.72%-26.8pp |
| Employer contribution / active EE | $750 | $1,960-61.7% | $2,689-72.1% | $2,471-69.6% |
| Participant deferral / active EE | $1,365 | $3,265-58.2% | $4,245-67.8% | $3,740-63.5% |
| Admin fee / account holder | $21,813 | $6,013+262.8% | $6,643+228.4% | $5,306+311.1% |