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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 | $88,801 | $49,177+80.6% | $79,476+11.7% | $64,181+38.4% |
| Participation rate | 42.9% | 65.0%-22.2pp | 73.3%-30.5pp | 69.6%-26.7pp |
| Annual return | -8.18% | -1.16%-7.0pp | 718.21%-726.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $424 | $2,076-79.6% | $2,800-84.8% | $2,381-82.2% |
| Participant deferral / active EE | $755 | $2,821-73.2% | $3,704-79.6% | $3,470-78.2% |
| Admin fee / account holder | $1,768 | $3,839-53.9% | $5,113-65.4% | $4,887-63.8% |