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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 | $18,684 | $154,228-87.9% | $145,433-87.2% | $137,256-86.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | -0.19% | 74.59%-74.8pp | 66.58%-66.8pp | 220.34%-220.5pp |
| Employer contribution / active EE | $1,097 | $4,804-77.2% | $4,554-75.9% | $4,156-73.6% |
| Participant deferral / active EE | $1,188 | $8,216-85.5% | $7,897-85.0% | $6,407-81.5% |
| Admin fee / account holder | $14,293 | $14,344-0.4% | $13,129+8.9% | $12,270+16.5% |