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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 | $110,584 | $77,816+42.1% | $123,552-10.5% | $64,173+72.3% |
| Participation rate | 39.3% | 74.7%-35.4pp | 82.3%-43.0pp | 69.6%-30.3pp |
| Annual return | -8.65% | 12.49%-21.1pp | 119.20%-127.9pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,290 | $3,014-57.2% | $4,628-72.1% | $2,381-45.8% |
| Participant deferral / active EE | $1,668 | $5,240-68.2% | $6,426-74.0% | $3,470-51.9% |
| Admin fee / account holder | $1,173 | $5,519-78.7% | $9,285-87.4% | $4,887-76.0% |