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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 | $127,523 | $105,867+20.5% | $90,760+40.5% | $134,532-5.2% |
| Participation rate | 64.3% | 78.3%-14.0pp | 75.7%-11.4pp | 81.2%-16.9pp |
| Annual return | -23.28% | -10.99%-12.3pp | -12.16%-11.1pp | 418.27%-441.5pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $747 | $5,217-85.7% | $4,565-83.6% | $6,401-88.3% |
| Admin fee / account holder | $5,034 | $13,936-63.9% | $8,444-40.4% | $11,429-56.0% |