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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 | $69,225 | $127,387-45.7% | $115,038-39.8% | $125,389-44.8% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -4.71% | 31.28%-36.0pp | 26.14%-30.9pp | 282.24%-287.0pp |
| Employer contribution / active EE | $887 | $5,166-82.8% | $4,608-80.8% | $4,866-81.8% |
| Participant deferral / active EE | $1,354 | $6,423-78.9% | $6,026-77.5% | $5,352-74.7% |
| Admin fee / account holder | $1,506 | $9,516-84.2% | $8,175-81.6% | $9,541-84.2% |