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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 | $161,872 | $82,678+95.8% | $125,391+29.1% | $68,490+136.3% |
| Participation rate | 27.6% | 75.1%-47.5pp | 82.4%-54.8pp | 67.9%-40.3pp |
| Annual return | -20.20% | -5.97%-14.2pp | 572.41%-592.6pp | -7.85%-12.4pp |
| Employer contribution / active EE | $831 | $3,382-75.4% | $4,816-82.7% | $2,597-68.0% |
| Participant deferral / active EE | $2,109 | $6,111-65.5% | $7,448-71.7% | $4,028-47.6% |
| Admin fee / account holder | $1,041 | $6,277-83.4% | $10,009-89.6% | $5,403-80.7% |