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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 | $62,629 | $111,535-43.8% | $105,223-40.5% | $137,256-54.4% |
| Participation rate | 36.4% | 78.1%-41.7pp | 75.0%-38.7pp | 80.0%-43.6pp |
| Annual return | -0.33% | 237.85%-238.2pp | 180.65%-181.0pp | 220.34%-220.7pp |
| Employer contribution / active EE | $4,695 | $3,939+19.2% | $3,689+27.3% | $4,156+13.0% |
| Participant deferral / active EE | $587 | $5,500-89.3% | $5,072-88.4% | $6,407-90.8% |
| Admin fee / account holder | $68,636 | $9,721+606.0% | $8,859+674.8% | $12,270+459.4% |