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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 | $223,823-42.3% | $211,142-38.8% | $154,746-16.6% |
| Participation rate | 25.0% | 87.9%-62.9pp | 87.3%-62.3pp | 80.7%-55.7pp |
| Annual return | -23.36% | 50.39%-73.8pp | 46.84%-70.2pp | 172.34%-195.7pp |
| Employer contribution / active EE | $2,044 | $6,787-69.9% | $6,442-68.3% | $4,379-53.3% |
| Participant deferral / active EE | $2,761 | $9,750-71.7% | $9,284-70.3% | $6,730-59.0% |
| Admin fee / account holder | $57,627 | $19,707+192.4% | $19,076+202.1% | $14,365+301.2% |