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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 | $88,702 | $86,692+2.3% | $119,634-25.9% | $66,949+32.5% |
| Participation rate | 29.7% | 75.6%-45.9pp | 79.3%-49.6pp | 69.8%-40.1pp |
| Annual return | -18.63% | -8.00%-10.6pp | -14.98%-3.6pp | 1.57%-20.2pp |
| Employer contribution / active EE | $1,219 | $2,536-51.9% | $4,232-71.2% | $2,545-52.1% |
| Participant deferral / active EE | $1,285 | $4,360-70.5% | $5,601-77.1% | $4,239-69.7% |
| Admin fee / account holder | $6,196 | $755+720.6% | $10,329-40.0% | $594+943.9% |