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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 | $117,263 | $82,674+41.8% | $125,381-6.5% | $68,486+71.2% |
| Participation rate | 25.0% | 75.1%-50.1pp | 82.4%-57.4pp | 67.9%-42.9pp |
| Annual return | -20.86% | -5.97%-14.9pp | 572.31%-593.2pp | -7.85%-13.0pp |
| Employer contribution / active EE | $1,457 | $3,382-56.9% | $4,815-69.7% | $2,597-43.9% |
| Participant deferral / active EE | $1,419 | $6,111-76.8% | $7,448-80.9% | $4,028-64.8% |
| Admin fee / account holder | $7,788 | $6,277+24.1% | $10,007-22.2% | $5,404+44.1% |