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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 | $151,306 | $81,870+84.8% | $119,608+26.5% | $68,495+120.9% |
| Participation rate | 32.3% | 71.9%-39.6pp | 79.3%-47.0pp | 67.9%-35.6pp |
| Annual return | -20.74% | -23.82%+3.1pp | -14.98%-5.8pp | -7.84%-12.9pp |
| Employer contribution / active EE | $1,054 | $2,692-60.9% | $4,232-75.1% | $2,596-59.4% |
| Participant deferral / active EE | $1,706 | $4,148-58.9% | $5,601-69.5% | $4,028-57.6% |
| Admin fee / account holder | $4,108 | $6,583-37.6% | $10,326-60.2% | $5,403-24.0% |