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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 | $116,787 | $80,763+44.6% | $102,412+14.0% | $74,459+56.8% |
| Participation rate | 19.4% | 65.7%-46.2pp | 74.5%-55.1pp | 67.2%-47.8pp |
| Annual return | -4.27% | 27.57%-31.8pp | 24.94%-29.2pp | 1369.70%-1374.0pp |
| Employer contribution / active EE | $1,131 | $3,160-64.2% | $3,870-70.8% | $2,626-56.9% |
| Participant deferral / active EE | $1,518 | $3,862-60.7% | $5,060-70.0% | $4,350-65.1% |
| Admin fee / account holder | $2,815 | $2,371+18.7% | $8,388-66.4% | $1,945+44.7% |