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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 | $40,415 | $197,637-79.6% | $177,848-77.3% | $158,982-74.6% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | -9.42% | 58.77%-68.2pp | 48.33%-57.7pp | 302.99%-312.4pp |
| Employer contribution / active EE | $1,829 | $6,698-72.7% | $5,919-69.1% | $4,763-61.6% |
| Participant deferral / active EE | $1,173 | $8,405-86.0% | $7,714-84.8% | $5,983-80.4% |
| Admin fee / account holder | $1,295 | $15,406-91.6% | $12,431-89.6% | $11,252-88.5% |