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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 | $129,134 | $227,291-43.2% | $214,702-39.9% | $155,188-16.8% |
| Participation rate | 25.0% | 88.0%-63.0pp | 87.5%-62.5pp | 80.8%-55.8pp |
| Annual return | -23.36% | 60.08%-83.4pp | 54.55%-77.9pp | 148.84%-172.2pp |
| Employer contribution / active EE | $2,044 | $6,772-69.8% | $6,461-68.4% | $4,248-51.9% |
| Participant deferral / active EE | $2,761 | $9,582-71.2% | $9,147-69.8% | $6,531-57.7% |
| Admin fee / account holder | $57,627 | $20,413+182.3% | $19,830+190.6% | $14,480+298.0% |