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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 | $141,596 | $167,522-15.5% | $151,639-6.6% | $134,532+5.3% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -31.71% | 7.81%-39.5pp | 3.34%-35.0pp | 418.27%-450.0pp |
| Employer contribution / active EE | $46,025 | $6,828+574.1% | $6,165+646.6% | $4,741+870.8% |
| Participant deferral / active EE | -$2,750 | $8,986-130.6% | $8,363-132.9% | $6,401-143.0% |
| Admin fee / account holder | $16,929 | $13,780+22.9% | $11,613+45.8% | $11,429+48.1% |