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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 | $148,782 | $87,546+69.9% | $75,784+96.3% | $125,389+18.7% |
| Participation rate | 60.0% | 80.2%-20.2pp | 75.8%-15.8pp | 83.2%-23.2pp |
| Annual return | -4.92% | 13.49%-18.4pp | 9.68%-14.6pp | 282.24%-287.2pp |
| Employer contribution / active EE | $2,502 | $3,930-36.3% | $3,323-24.7% | $4,866-48.6% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,446 | $6,503-77.8% | $5,300-72.7% | $9,541-84.8% |