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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 | $62,741 | $92,219-32.0% | $76,767-18.3% | $135,380-53.7% |
| Participation rate | 60.0% | 79.8%-19.8pp | 77.0%-17.0pp | 82.6%-22.6pp |
| Annual return | -9.52% | 5.46%-15.0pp | 2.43%-11.9pp | 519.81%-529.3pp |
| Employer contribution / active EE | $9,594 | $3,216+198.3% | $2,485+286.1% | $4,779+100.8% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,748 | $10,749-65.1% | $6,675-43.8% | $10,828-65.4% |