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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 | $113,935 | $82,674+37.8% | $125,363-9.1% | $68,495+66.3% |
| Participation rate | 56.1% | 75.0%-19.0pp | 82.4%-26.3pp | 67.9%-11.8pp |
| Annual return | -20.79% | -5.97%-14.8pp | 572.15%-592.9pp | -7.84%-12.9pp |
| Employer contribution / active EE | $1,264 | $3,382-62.6% | $4,815-73.7% | $2,596-51.3% |
| Participant deferral / active EE | $1,661 | $6,111-72.8% | $7,447-77.7% | $4,028-58.8% |
| Admin fee / account holder | $1,313 | $6,276-79.1% | $10,005-86.9% | $5,403-75.7% |