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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 | $140,339 | $167,504-16.2% | $151,628-7.4% | $134,509+4.3% |
| Participation rate | 64.3% | 88.4%-24.1pp | 87.5%-23.2pp | 81.2%-16.9pp |
| Annual return | -31.86% | 7.81%-39.7pp | 3.34%-35.2pp | 418.13%-450.0pp |
| Employer contribution / active EE | $3,651 | $6,828-46.5% | $6,165-40.8% | $4,741-23.0% |
| Participant deferral / active EE | $2,593 | $8,985-71.1% | $8,363-69.0% | $6,400-59.5% |
| Admin fee / account holder | $8,161 | $13,779-40.8% | $11,613-29.7% | $11,427-28.6% |