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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 | $152,008 | $131,835+15.3% | $108,582+40.0% | $273,972-44.5% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | 1.39% | -91.57%+93.0pp | -51.70%+53.1pp | 41.46%-40.1pp |
| Employer contribution / active EE | $1,043 | $4,913-78.8% | $3,758-72.2% | $4,869-78.6% |
| Participant deferral / active EE | $1,474 | $5,127-71.2% | $4,311-65.8% | $5,287-72.1% |
| Admin fee / account holder | $18,241 | $10,253+77.9% | $7,645+138.6% | $10,133+80.0% |