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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 | $161,200 | $59,813+169.5% | $79,580+102.6% | $68,486+135.4% |
| Participation rate | 21.2% | 61.1%-39.9pp | 69.5%-48.3pp | 67.9%-46.7pp |
| Annual return | -21.38% | -12.30%-9.1pp | 0.15%-21.5pp | -7.85%-13.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $852 | $3,024-71.8% | $3,985-78.6% | $4,028-78.8% |
| Admin fee / account holder | $1,399 | $4,835-71.1% | $6,835-79.5% | $5,404-74.1% |