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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 | $138,865 | $71,873+93.2% | $86,698+60.2% | $68,490+102.8% |
| Participation rate | 15.0% | 72.2%-57.2pp | 76.6%-61.6pp | 67.9%-52.9pp |
| Annual return | -21.96% | 3.54%-25.5pp | 35.96%-57.9pp | -7.85%-14.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $945 | $3,779-75.0% | $4,656-79.7% | $4,028-76.5% |
| Admin fee / account holder | $771 | $6,110-87.4% | $7,492-89.7% | $5,403-85.7% |