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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 | $30,566 | $168,635-81.9% | $147,617-79.3% | $125,389-75.6% |
| Participation rate | 37.5% | 88.8%-51.3pp | 84.6%-47.1pp | 83.2%-45.7pp |
| Annual return | -11.50% | 77.65%-89.1pp | 61.98%-73.5pp | 282.24%-293.7pp |
| Employer contribution / active EE | $1,268 | $6,252-79.7% | $5,564-77.2% | $4,866-73.9% |
| Participant deferral / active EE | $1,659 | $5,507-69.9% | $4,895-66.1% | $5,352-69.0% |
| Admin fee / account holder | $11,102 | $13,580-18.3% | $11,612-4.4% | $9,541+16.4% |