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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 | $107,432 | $82,674+29.9% | $125,363-14.3% | $68,495+56.8% |
| Participation rate | 20.4% | 75.0%-54.7pp | 82.4%-62.0pp | 67.9%-47.5pp |
| Annual return | -22.70% | -5.97%-16.7pp | 572.15%-594.8pp | -7.84%-14.9pp |
| Employer contribution / active EE | $971 | $3,382-71.3% | $4,815-79.8% | $2,596-62.6% |
| Participant deferral / active EE | $1,449 | $6,111-76.3% | $7,447-80.5% | $4,028-64.0% |
| Admin fee / account holder | $7,139 | $6,276+13.7% | $10,005-28.6% | $5,403+32.1% |