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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 | $119,328 | $73,978+61.3% | $96,515+23.6% | $75,173+58.7% |
| Participation rate | 46.0% | 66.4%-20.4pp | 74.3%-28.3pp | 67.2%-21.2pp |
| Annual return | -11.37% | 26.72%-38.1pp | 35.73%-47.1pp | 160.72%-172.1pp |
| Employer contribution / active EE | $3,799 | $2,931+29.6% | $3,740+1.6% | $2,671+42.2% |
| Participant deferral / active EE | $292 | $3,660-92.0% | $4,880-94.0% | $4,126-92.9% |
| Admin fee / account holder | $2,017 | $5,219-61.4% | $6,735-70.1% | $5,651-64.3% |