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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 | $68,675 | $87,546-21.6% | $75,784-9.4% | $125,389-45.2% |
| Participation rate | 61.9% | 80.2%-18.3pp | 75.8%-13.9pp | 83.2%-21.3pp |
| Annual return | -33.95% | 13.49%-47.4pp | 9.68%-43.6pp | 282.24%-316.2pp |
| Employer contribution / active EE | $5,798 | $3,930+47.5% | $3,323+74.4% | $4,866+19.1% |
| Participant deferral / active EE | $470 | $4,230-88.9% | $3,652-87.1% | $5,352-91.2% |
| Admin fee / account holder | $30,755 | $6,503+373.0% | $5,300+480.3% | $9,541+222.3% |