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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 | $61,150 | $172,111-64.5% | $150,298-59.3% | $137,256-55.4% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | -6.45% | 69.37%-75.8pp | 62.79%-69.2pp | 220.34%-226.8pp |
| Employer contribution / active EE | $1,263 | $4,636-72.7% | $4,154-69.6% | $4,156-69.6% |
| Participant deferral / active EE | $1,246 | $6,166-79.8% | $5,453-77.1% | $6,407-80.6% |
| Admin fee / account holder | $14,115 | $16,471-14.3% | $14,1160% | $12,270+15.0% |