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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 | $99,611 | $82,678+20.5% | $125,391-20.6% | $68,490+45.4% |
| Participation rate | 58.8% | 75.1%-16.2pp | 82.4%-23.6pp | 67.9%-9.1pp |
| Annual return | -22.52% | -5.97%-16.5pp | 572.41%-594.9pp | -7.85%-14.7pp |
| Employer contribution / active EE | $1,197 | $3,382-64.6% | $4,816-75.2% | $2,597-53.9% |
| Participant deferral / active EE | $2,153 | $6,111-64.8% | $7,448-71.1% | $4,028-46.5% |
| Admin fee / account holder | $1,241 | $6,277-80.2% | $10,009-87.6% | $5,403-77.0% |