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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 | $62,597 | $106,247-41.1% | $96,515-35.1% | $139,466-55.1% |
| Participation rate | 56.5% | 77.8%-21.3pp | 74.3%-17.8pp | 80.3%-23.8pp |
| Annual return | -7.05% | 38.47%-45.5pp | 35.73%-42.8pp | 373.66%-380.7pp |
| Employer contribution / active EE | $3,358 | $4,106-18.2% | $3,740-10.2% | $4,754-29.4% |
| Participant deferral / active EE | $753 | $5,456-86.2% | $4,880-84.6% | $6,712-88.8% |
| Admin fee / account holder | $729 | $7,885-90.8% | $6,735-89.2% | $11,409-93.6% |