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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 | $33,638 | $107,363-68.7% | $92,909-63.8% | $152,897-78.0% |
| Participation rate | 43.8% | 79.8%-36.0pp | 76.0%-32.3pp | 82.5%-38.7pp |
| Annual return | -0.12% | 145.63%-145.8pp | 109.44%-109.6pp | 345.43%-345.6pp |
| Employer contribution / active EE | $3,261 | $4,222-22.8% | $3,653-10.7% | $4,764-31.5% |
| Participant deferral / active EE | $162 | $4,848-96.7% | $4,238-96.2% | $5,851-97.2% |
| Admin fee / account holder | $5,227 | $7,082-26.2% | $5,795-9.8% | $11,599-54.9% |