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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 | $36,677 | $142,392-74.2% | $119,622-69.3% | $134,532-72.7% |
| Participation rate | 53.8% | 82.8%-29.0pp | 79.3%-25.4pp | 81.2%-27.4pp |
| Annual return | -21.44% | -12.46%-9.0pp | -14.98%-6.5pp | 418.27%-439.7pp |
| Employer contribution / active EE | $1,276 | $5,224-75.6% | $4,232-69.8% | $4,741-73.1% |
| Participant deferral / active EE | $1,665 | $6,467-74.3% | $5,601-70.3% | $6,401-74.0% |
| Admin fee / account holder | $403 | $13,593-97.0% | $10,328-96.1% | $11,429-96.5% |