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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 | $74,332 | $167,362-55.6% | $143,799-48.3% | $134,532-44.7% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -23.01% | 0.47%-23.5pp | -0.04%-23.0pp | 418.27%-441.3pp |
| Employer contribution / active EE | $6,507 | $5,620+15.8% | $4,952+31.4% | $4,741+37.2% |
| Participant deferral / active EE | $1,958 | $6,447-69.6% | $5,638-65.3% | $6,401-69.4% |
| Admin fee / account holder | $7,044 | $18,094-61.1% | $14,677-52.0% | $11,429-38.4% |