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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 | $151,170 | $82,674+82.9% | $125,358+20.6% | $68,498+120.7% |
| Participation rate | 47.7% | 75.0%-27.3pp | 82.4%-34.6pp | 67.9%-20.2pp |
| Annual return | -20.94% | -5.97%-15.0pp | 572.03%-593.0pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,356 | $3,381-59.9% | $4,814-71.8% | $2,596-47.8% |
| Participant deferral / active EE | $2,014 | $6,111-67.0% | $7,447-73.0% | $4,027-50.0% |
| Admin fee / account holder | $1,330 | $6,276-78.8% | $10,007-86.7% | $5,403-75.4% |