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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 | $85,480 | $82,674+3.4% | $125,381-31.8% | $68,486+24.8% |
| Participation rate | 41.4% | 75.1%-33.7pp | 82.4%-41.0pp | 67.9%-26.5pp |
| Annual return | -20.71% | -5.97%-14.7pp | 572.31%-593.0pp | -7.85%-12.9pp |
| Employer contribution / active EE | $5,065 | $3,382+49.8% | $4,815+5.2% | $2,597+95.1% |
| Participant deferral / active EE | $2,482 | $6,111-59.4% | $7,448-66.7% | $4,028-38.4% |
| Admin fee / account holder | $7,631 | $6,277+21.6% | $10,007-23.7% | $5,404+41.2% |