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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 | $109,200 | $175,646-37.8% | $129,118-15.4% | $134,545-18.8% |
| Participation rate | 66.7% | 81.6%-14.9pp | 77.2%-10.6pp | 81.2%-14.6pp |
| Annual return | -23.48% | -11.39%-12.1pp | -10.94%-12.5pp | 418.37%-441.8pp |
| Employer contribution / active EE | $1,322 | $6,355-79.2% | $5,051-73.8% | $4,742-72.1% |
| Participant deferral / active EE | $1,891 | $7,970-76.3% | $6,539-71.1% | $6,401-70.5% |
| Admin fee / account holder | $4,137 | $23,578-82.5% | $14,305-71.1% | $11,431-63.8% |