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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 | $208,062 | $95,193+118.6% | $76,523+171.9% | $135,382+53.7% |
| Participation rate | 25.0% | 74.4%-49.4pp | 68.0%-43.0pp | 82.6%-57.6pp |
| Annual return | -42.10% | 4.85%-47.0pp | -0.27%-41.8pp | 519.77%-561.9pp |
| Employer contribution / active EE | $163 | $3,302-95.1% | $2,647-93.8% | $4,779-96.6% |
| Participant deferral / active EE | $163 | $4,639-96.5% | $3,835-95.7% | $5,609-97.1% |
| Admin fee / account holder | $1,126 | $6,249-82.0% | $4,848-76.8% | $10,829-89.6% |