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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 | $93,247 | $73,009+27.7% | $90,760+2.7% | $68,486+36.2% |
| Participation rate | 28.1% | 70.8%-42.7pp | 75.7%-47.6pp | 67.9%-39.8pp |
| Annual return | -20.35% | -13.81%-6.5pp | -12.16%-8.2pp | -7.85%-12.5pp |
| Employer contribution / active EE | $618 | $2,193-71.8% | $2,922-78.9% | $2,597-76.2% |
| Participant deferral / active EE | $1,093 | $3,626-69.8% | $4,565-76.0% | $4,028-72.8% |
| Admin fee / account holder | $4,187 | $5,896-29.0% | $8,444-50.4% | $5,404-22.5% |