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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 | $74,825 | $59,813+25.1% | $79,580-6.0% | $68,486+9.3% |
| Participation rate | 43.2% | 61.1%-17.8pp | 69.5%-26.2pp | 67.9%-24.7pp |
| Annual return | -23.22% | -12.30%-10.9pp | 0.15%-23.4pp | -7.85%-15.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,200 | $3,024-60.3% | $3,985-69.9% | $4,028-70.2% |
| Admin fee / account holder | $5,879 | $4,835+21.6% | $6,835-14.0% | $5,404+8.8% |