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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 | $117,859-19.8% | $102,438-7.7% | $145,959-35.2% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | -8.37% | 31.72%-40.1pp | 29.37%-37.7pp | 561.95%-570.3pp |
| Employer contribution / active EE | $981 | $3,615-72.9% | $3,024-67.6% | $4,661-79.0% |
| Participant deferral / active EE | $1,730 | $5,732-69.8% | $5,054-65.8% | $6,689-74.1% |
| Admin fee / account holder | $32,225 | $13,318+142.0% | $9,448+241.1% | $13,398+140.5% |