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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 | $52,692 | $123,000-57.2% | $105,582-50.1% | $198,609-73.5% |
| Participation rate | 27.3% | 76.8%-49.5pp | 71.8%-44.5pp | 82.4%-55.1pp |
| Annual return | -23.04% | 18.31%-41.3pp | 18.61%-41.7pp | 202.70%-225.7pp |
| Employer contribution / active EE | $1,378 | $3,582-61.5% | $2,984-53.8% | $5,055-72.7% |
| Participant deferral / active EE | $1,660 | $5,013-66.9% | $4,353-61.9% | $6,977-76.2% |
| Admin fee / account holder | $12,011 | $16,254-26.1% | $12,856-6.6% | $19,030-36.9% |