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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 | $103,936 | $59,813+73.8% | $79,580+30.6% | $68,486+51.8% |
| Participation rate | 17.8% | 61.1%-43.3pp | 69.5%-51.7pp | 67.9%-50.1pp |
| Annual return | -20.43% | -12.30%-8.1pp | 0.15%-20.6pp | -7.85%-12.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,177 | $3,024-61.1% | $3,985-70.5% | $4,028-70.8% |
| Admin fee / account holder | $13,499 | $4,835+179.2% | $6,835+97.5% | $5,404+149.8% |