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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 | $69,372 | $84,499-17.9% | $125,391-44.7% | $66,949+3.6% |
| Participation rate | 36.4% | 76.4%-40.0pp | 82.4%-45.9pp | 69.8%-33.4pp |
| Annual return | -18.76% | -8.49%-10.3pp | 572.41%-591.2pp | 1.57%-20.3pp |
| Employer contribution / active EE | $1,204 | $3,554-66.1% | $4,816-75.0% | $2,545-52.7% |
| Participant deferral / active EE | $1,802 | $6,785-73.4% | $7,448-75.8% | $4,239-57.5% |
| Admin fee / account holder | $4,408 | $685+543.4% | $10,009-56.0% | $594+642.6% |