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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 | $30,782 | $127,387-75.8% | $115,038-73.2% | $125,389-75.5% |
| Participation rate | 61.1% | 84.2%-23.0pp | 81.4%-20.3pp | 83.2%-22.1pp |
| Annual return | -3.58% | 31.28%-34.9pp | 26.14%-29.7pp | 282.24%-285.8pp |
| Employer contribution / active EE | $1,145 | $5,166-77.8% | $4,608-75.2% | $4,866-76.5% |
| Participant deferral / active EE | $1,913 | $6,423-70.2% | $6,026-68.3% | $5,352-64.2% |
| Admin fee / account holder | $7,982 | $9,516-16.1% | $8,175-2.4% | $9,541-16.3% |