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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 | $64,959 | $48,078+35.1% | $78,676-17.4% | $62,881+3.3% |
| Participation rate | 1.6% | 65.2%-63.6pp | 73.6%-71.9pp | 69.3%-67.7pp |
| Annual return | -8.47% | 31.36%-39.8pp | 62.19%-70.7pp | 20.14%-28.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $101 | $2,587-96.1% | $3,517-97.1% | $3,203-96.8% |
| Admin fee / account holder | $3,855 | $3,206+20.2% | $4,510-14.5% | $4,296-10.3% |