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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 | $88,276 | $132,634-33.4% | $115,768-23.7% | $137,256-35.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.4%-24.4pp | 80.0%-30.0pp |
| Annual return | -4.94% | 160.70%-165.6pp | 100.46%-105.4pp | 220.34%-225.3pp |
| Employer contribution / active EE | $835 | $3,360-75.2% | $2,940-71.6% | $4,156-79.9% |
| Participant deferral / active EE | $1,365 | $5,619-75.7% | $4,917-72.2% | $6,407-78.7% |
| Admin fee / account holder | $946 | $15,028-93.7% | $12,439-92.4% | $12,270-92.3% |