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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 | $137,586 | $53,837+155.6% | $75,714+81.7% | $85,847+60.3% |
| Participation rate | 12.5% | 69.1%-56.6pp | 74.8%-62.3pp | 69.3%-56.8pp |
| Annual return | -0.93% | 24.54%-25.5pp | 104.62%-105.5pp | 318.61%-319.5pp |
| Employer contribution / active EE | $761 | $2,017-62.3% | $2,744-72.3% | $2,565-70.4% |
| Participant deferral / active EE | $14 | $2,895-99.5% | $3,820-99.6% | $3,952-99.6% |
| Admin fee / account holder | $4,728 | $3,339+41.6% | $3,619+30.7% | $6,261-24.5% |