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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 | $98,555 | $100,805-2.2% | $86,698+13.7% | $134,532-26.7% |
| Participation rate | 25.0% | 79.0%-54.0pp | 76.6%-51.6pp | 81.2%-56.2pp |
| Annual return | -24.96% | 29.09%-54.1pp | 35.95%-60.9pp | 418.27%-443.2pp |
| Employer contribution / active EE | $3,091 | $3,490-11.4% | $2,837+9.0% | $4,741-34.8% |
| Participant deferral / active EE | $1,483 | $5,339-72.2% | $4,656-68.2% | $6,401-76.8% |
| Admin fee / account holder | $16,227 | $10,925+48.5% | $7,493+116.6% | $11,429+42.0% |