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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 | $68,763 | $201,370-65.9% | $184,256-62.7% | $145,897-52.9% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | -37.08% | 29.05%-66.1pp | 28.85%-65.9pp | 552.29%-589.4pp |
| Employer contribution / active EE | $1,981 | $7,024-71.8% | $6,427-69.2% | $4,663-57.5% |
| Participant deferral / active EE | $2,749 | $9,808-72.0% | $9,133-69.9% | $6,689-58.9% |
| Admin fee / account holder | $3,510 | $16,364-78.6% | $13,899-74.7% | $13,390-73.8% |