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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 | $100,159 | $95,915+4.4% | $79,580+25.9% | $134,532-25.6% |
| Participation rate | 40.0% | 75.0%-35.0pp | 69.5%-29.5pp | 81.2%-41.2pp |
| Annual return | -22.95% | -2.71%-20.2pp | 0.15%-23.1pp | 418.27%-441.2pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $600 | $4,693-87.2% | $3,985-84.9% | $6,401-90.6% |
| Admin fee / account holder | $629 | $9,132-93.1% | $6,835-90.8% | $11,429-94.5% |