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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 | $73,124 | $82,674-11.6% | $125,381-41.7% | $68,486+6.8% |
| Participation rate | 31.0% | 75.1%-44.0pp | 82.4%-51.3pp | 67.9%-36.9pp |
| Annual return | -19.46% | -5.97%-13.5pp | 572.31%-591.8pp | -7.85%-11.6pp |
| Employer contribution / active EE | $4,523 | $3,382+33.7% | $4,815-6.1% | $2,597+74.2% |
| Participant deferral / active EE | $1,815 | $6,111-70.3% | $7,448-75.6% | $4,028-54.9% |
| Admin fee / account holder | $985 | $6,277-84.3% | $10,007-90.2% | $5,404-81.8% |