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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 | $63,629 | $92,219-31.0% | $76,767-17.1% | $135,380-53.0% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -11.71% | 5.46%-17.2pp | 2.43%-14.1pp | 519.81%-531.5pp |
| Employer contribution / active EE | $794 | $3,216-75.3% | $2,485-68.1% | $4,779-83.4% |
| Participant deferral / active EE | $865 | $4,508-80.8% | $3,852-77.5% | $5,609-84.6% |
| Admin fee / account holder | $3,778 | $10,749-64.9% | $6,675-43.4% | $10,828-65.1% |