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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 | $80,122 | $81,208-1.3% | $98,920-19.0% | $79,856+0.3% |
| Participation rate | 27.0% | 72.5%-45.5pp | 76.0%-49.1pp | 69.6%-42.7pp |
| Annual return | 1.57% | 60.99%-59.4pp | 196.47%-194.9pp | 31.71%-30.1pp |
| Employer contribution / active EE | $646 | $1,960-67.0% | $2,689-76.0% | $2,471-73.9% |
| Participant deferral / active EE | $869 | $3,265-73.4% | $4,245-79.5% | $3,741-76.8% |
| Admin fee / account holder | $865 | $6,013-85.6% | $6,643-87.0% | $5,306-83.7% |