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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 | $77,101 | $168,635-54.3% | $147,617-47.8% | $125,389-38.5% |
| Participation rate | 55.6% | 88.8%-33.2pp | 84.6%-29.1pp | 83.2%-27.6pp |
| Annual return | -16.20% | 77.65%-93.8pp | 61.98%-78.2pp | 282.24%-298.4pp |
| Employer contribution / active EE | $2,852 | $6,252-54.4% | $5,564-48.7% | $4,866-41.4% |
| Participant deferral / active EE | $1,725 | $5,507-68.7% | $4,895-64.8% | $5,352-67.8% |
| Admin fee / account holder | $879 | $13,580-93.5% | $11,612-92.4% | $9,541-90.8% |