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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 | $66,843 | $72,177-7.4% | $115,038-41.9% | $59,633+12.1% |
| Participation rate | 31.3% | 72.6%-41.3pp | 81.4%-50.1pp | 68.7%-37.4pp |
| Annual return | -6.12% | 12.02%-18.1pp | 26.14%-32.3pp | 2041.45%-2047.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $556 | $4,783-88.4% | $6,026-90.8% | $3,192-82.6% |
| Admin fee / account holder | $9,757 | $4,927+98.0% | $8,175+19.3% | $4,297+127.1% |