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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 | $29,784 | $113,941-73.9% | $94,229-68.4% | $125,389-76.2% |
| Participation rate | 50.0% | 82.9%-32.9pp | 78.8%-28.8pp | 83.2%-33.2pp |
| Annual return | -3.87% | 5.29%-9.2pp | 10.68%-14.6pp | 282.24%-286.1pp |
| Employer contribution / active EE | $1,238 | $4,727-73.8% | $3,587-65.5% | $4,866-74.6% |
| Participant deferral / active EE | $1,238 | $5,179-76.1% | $4,320-71.4% | $5,352-76.9% |
| Admin fee / account holder | $419 | $8,392-95.0% | $6,269-93.3% | $9,541-95.6% |