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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 | $89,999 | $142,409-36.8% | $119,634-24.8% | $134,545-33.1% |
| Participation rate | 60.9% | 82.8%-22.0pp | 79.3%-18.4pp | 81.2%-20.4pp |
| Annual return | -26.53% | -12.46%-14.1pp | -14.98%-11.5pp | 418.37%-444.9pp |
| Employer contribution / active EE | $1,701 | $5,224-67.4% | $4,232-59.8% | $4,742-64.1% |
| Participant deferral / active EE | $1,946 | $6,468-69.9% | $5,601-65.3% | $6,401-69.6% |
| Admin fee / account holder | $4,431 | $13,594-67.4% | $10,329-57.1% | $11,431-61.2% |