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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 | $234,079 | $71,873+225.7% | $86,698+170.0% | $68,490+241.8% |
| Participation rate | 61.8% | 72.2%-10.5pp | 76.6%-14.8pp | 67.9%-6.1pp |
| Annual return | -20.43% | 3.54%-24.0pp | 35.96%-56.4pp | -7.85%-12.6pp |
| Employer contribution / active EE | $1,468 | $2,173-32.5% | $2,837-48.3% | $2,597-43.5% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,077 | $6,110-33.3% | $7,492-45.6% | $5,403-24.5% |