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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 | $117,895-19.8% | $102,460-7.7% | $145,897-35.2% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | -8.37% | 31.92%-40.3pp | 29.47%-37.8pp | 552.29%-560.7pp |
| Employer contribution / active EE | $981 | $3,619-72.9% | $3,025-67.6% | $4,663-79.0% |
| Participant deferral / active EE | $1,730 | $5,736-69.8% | $5,056-65.8% | $6,689-74.1% |
| Admin fee / account holder | $32,225 | $13,353+141.3% | $9,460+240.6% | $13,390+140.7% |