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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 | $33,492 | $167,362-80.0% | $143,799-76.7% | $134,532-75.1% |
| Participation rate | 63.2% | 84.8%-21.7pp | 80.3%-17.2pp | 81.2%-18.1pp |
| Annual return | -23.16% | 0.47%-23.6pp | -0.04%-23.1pp | 418.27%-441.4pp |
| Employer contribution / active EE | $1,665 | $5,620-70.4% | $4,952-66.4% | $4,741-64.9% |
| Participant deferral / active EE | $1,756 | $6,447-72.8% | $5,638-68.8% | $6,401-72.6% |
| Admin fee / account holder | $3,565 | $18,094-80.3% | $14,677-75.7% | $11,429-68.8% |