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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 | $130,094 | $100,805+29.1% | $86,698+50.1% | $134,532-3.3% |
| Participation rate | 30.0% | 79.0%-49.0pp | 76.6%-46.6pp | 81.2%-51.2pp |
| Annual return | -20.87% | 29.09%-50.0pp | 35.95%-56.8pp | 418.27%-439.1pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,125 | $5,339-78.9% | $4,656-75.8% | $6,401-82.4% |
| Admin fee / account holder | $18,954 | $10,925+73.5% | $7,493+153.0% | $11,429+65.9% |