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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 | $110,056 | $75,962+44.9% | $154,108-28.6% | $64,173+71.5% |
| Participation rate | 58.2% | 70.4%-12.2pp | 83.0%-24.8pp | 69.6%-11.4pp |
| Annual return | -8.76% | 30.32%-39.1pp | 735.21%-744.0pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,982 | $3,350-40.8% | $5,298-62.6% | $2,381-16.8% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,898 | $5,589-48.2% | $13,411-78.4% | $4,887-40.7% |