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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 | $88,584 | $175,646-49.6% | $129,118-31.4% | $134,532-34.2% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.2%-27.2pp | 81.2%-31.2pp |
| Annual return | -27.59% | -11.39%-16.2pp | -10.94%-16.6pp | 418.27%-445.9pp |
| Employer contribution / active EE | $1,296 | $6,355-79.6% | $5,051-74.3% | $4,741-72.7% |
| Participant deferral / active EE | $1,051 | $7,970-86.8% | $6,539-83.9% | $6,401-83.6% |
| Admin fee / account holder | $17,446 | $23,578-26.0% | $14,305+22.0% | $11,429+52.6% |