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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 | $99,766 | $73,848+35.1% | $143,799-30.6% | $68,486+45.7% |
| Participation rate | 22.2% | 66.7%-44.4pp | 80.3%-58.1pp | 67.9%-45.7pp |
| Annual return | -27.05% | 0.91%-28.0pp | -0.04%-27.0pp | -7.85%-19.2pp |
| Employer contribution / active EE | $500 | $3,184-84.3% | $4,952-89.9% | $2,597-80.7% |
| Participant deferral / active EE | $605 | $3,385-82.1% | $5,638-89.3% | $4,028-85.0% |
| Admin fee / account holder | $1,198 | $5,755-79.2% | $14,677-91.8% | $5,404-77.8% |