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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 | $139,948-36.9% | $121,663-27.4% | $154,746-43.0% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.5%-24.5pp | 80.7%-30.7pp |
| Annual return | -4.94% | 230.52%-235.5pp | 147.54%-152.5pp | 172.34%-177.3pp |
| Employer contribution / active EE | $835 | $3,521-76.3% | $3,020-72.4% | $4,379-80.9% |
| Participant deferral / active EE | $1,365 | $5,629-75.7% | $4,887-72.1% | $6,730-79.7% |
| Admin fee / account holder | $946 | $17,321-94.5% | $14,289-93.4% | $14,365-93.4% |