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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 | $94,562 | $117,829-19.7% | $102,423-7.7% | $145,877-35.2% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | -8.37% | 31.83%-40.2pp | 29.42%-37.8pp | 551.28%-559.7pp |
| Employer contribution / active EE | $981 | $3,615-72.9% | $3,023-67.6% | $4,663-79.0% |
| Participant deferral / active EE | $1,730 | $5,732-69.8% | $5,054-65.8% | $6,691-74.1% |
| Admin fee / account holder | $32,225 | $13,335+141.7% | $9,455+240.8% | $13,402+140.4% |