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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 | $87,981 | $59,813+47.1% | $79,580+10.6% | $68,486+28.5% |
| Participation rate | 24.1% | 61.1%-36.9pp | 69.5%-45.4pp | 67.9%-43.8pp |
| Annual return | -21.05% | -12.30%-8.7pp | 0.15%-21.2pp | -7.85%-13.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,251 | $3,024-58.7% | $3,985-68.6% | $4,028-69.0% |
| Admin fee / account holder | $7,062 | $4,835+46.1% | $6,835+3.3% | $5,404+30.7% |