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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 | $92,521 | $167,522-44.8% | $151,639-39.0% | $134,532-31.2% |
| Participation rate | 28.6% | 88.4%-59.8pp | 87.5%-58.9pp | 81.2%-52.7pp |
| Annual return | -25.96% | 7.81%-33.8pp | 3.34%-29.3pp | 418.27%-444.2pp |
| Employer contribution / active EE | $1,700 | $6,828-75.1% | $6,165-72.4% | $4,741-64.1% |
| Participant deferral / active EE | $3,131 | $8,986-65.2% | $8,363-62.6% | $6,401-51.1% |
| Admin fee / account holder | $17,134 | $13,780+24.3% | $11,613+47.5% | $11,429+49.9% |