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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 | $93,014 | $52,678+76.6% | $75,784+22.7% | $59,633+56.0% |
| Participation rate | 44.8% | 67.2%-22.4pp | 75.8%-31.0pp | 68.7%-23.8pp |
| Annual return | -33.68% | 2.95%-36.6pp | 9.68%-43.4pp | 2041.45%-2075.1pp |
| Employer contribution / active EE | $2,954 | $2,193+34.7% | $3,323-11.1% | $2,203+34.1% |
| Participant deferral / active EE | $228 | $2,591-91.2% | $3,652-93.8% | $3,192-92.9% |
| Admin fee / account holder | $3,795 | $3,610+5.1% | $5,300-28.4% | $4,297-11.7% |