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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 | $53,390 | $209,336-74.5% | $197,124-72.9% | $137,256-61.1% |
| Participation rate | 33.3% | 87.3%-54.0pp | 86.7%-53.4pp | 80.0%-46.6pp |
| Annual return | -2.77% | 48.09%-50.9pp | 44.34%-47.1pp | 220.34%-223.1pp |
| Employer contribution / active EE | $2,142 | $6,591-67.5% | $6,227-65.6% | $4,156-48.5% |
| Participant deferral / active EE | $71 | $9,614-99.3% | $9,135-99.2% | $6,407-98.9% |
| Admin fee / account holder | $120,041 | $17,308+593.6% | $16,298+636.5% | $12,270+878.3% |