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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 | $212,803 | $134,001+58.8% | $112,258+89.6% | $134,509+58.2% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -20.74% | 47.15%-67.9pp | 27.47%-48.2pp | 418.13%-438.9pp |
| Employer contribution / active EE | $2,403 | $4,039-40.5% | $3,636-33.9% | $4,741-49.3% |
| Participant deferral / active EE | $1,300 | $5,291-75.4% | $4,728-72.5% | $6,400-79.7% |
| Admin fee / account holder | $1,375 | $7,491-81.6% | $6,411-78.6% | $11,427-88.0% |