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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 | $30,110 | $162,821-81.5% | $133,978-77.5% | $158,982-81.1% |
| Participation rate | 40.0% | 83.2%-43.2pp | 79.8%-39.8pp | 82.0%-42.0pp |
| Annual return | -0.66% | 41.95%-42.6pp | 45.10%-45.8pp | 302.99%-303.7pp |
| Employer contribution / active EE | $1,102 | $4,976-77.9% | $3,919-71.9% | $4,763-76.9% |
| Participant deferral / active EE | $1,242 | $5,910-79.0% | $5,047-75.4% | $5,983-79.2% |
| Admin fee / account holder | $37,872 | $11,742+222.5% | $8,930+324.1% | $11,252+236.6% |