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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 | $130,640 | $54,380+140.2% | $68,509+90.7% | $59,633+119.1% |
| Participation rate | 66.7% | 70.2%-3.5pp | 74.7%-8.1pp | 68.7%-2.0pp |
| Annual return | -4.72% | 2.83%-7.6pp | 8.27%-13.0pp | 2041.45%-2046.2pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $883 | $2,643-66.6% | $3,382-73.9% | $3,192-72.3% |
| Admin fee / account holder | $3,798 | $3,885-2.2% | $5,275-28.0% | $4,297-11.6% |