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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 | $76,597 | $79,449-3.6% | $189,575-59.6% | $85,847-10.8% |
| Participation rate | 42.3% | 66.0%-23.7pp | 78.4%-36.1pp | 69.3%-27.0pp |
| Annual return | -10.69% | 18.45%-29.1pp | 64.19%-74.9pp | 318.61%-329.3pp |
| Employer contribution / active EE | $747 | $2,081-64.1% | $4,412-83.1% | $2,565-70.9% |
| Participant deferral / active EE | $1,275 | $4,051-68.5% | $6,174-79.4% | $3,952-67.7% |
| Admin fee / account holder | $1,619 | $5,377-69.9% | $9,806-83.5% | $6,261-74.1% |