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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 | $59,729 | $148,623-59.8% | $135,974-56.1% | $139,466-57.2% |
| Participation rate | 45.5% | 83.9%-38.4pp | 81.9%-36.5pp | 80.3%-34.9pp |
| Annual return | -12.69% | 79.30%-92.0pp | 68.30%-81.0pp | 373.66%-386.4pp |
| Employer contribution / active EE | $3,117 | $5,246-40.6% | $4,859-35.8% | $4,754-34.4% |
| Participant deferral / active EE | $938 | $8,103-88.4% | $7,760-87.9% | $6,712-86.0% |
| Admin fee / account holder | $15,617 | $12,406+25.9% | $10,767+45.1% | $11,409+36.9% |