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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 | $183,791 | $167,352+9.8% | $143,788+27.8% | $134,509+36.6% |
| Participation rate | 28.6% | 84.8%-56.2pp | 80.3%-51.7pp | 81.2%-52.7pp |
| Annual return | -21.83% | 0.47%-22.3pp | -0.03%-21.8pp | 418.13%-440.0pp |
| Employer contribution / active EE | $1,606 | $5,620-71.4% | $4,952-67.6% | $4,741-66.1% |
| Participant deferral / active EE | $427 | $6,447-93.4% | $5,638-92.4% | $6,400-93.3% |
| Admin fee / account holder | $3,664 | $18,091-79.7% | $14,675-75.0% | $11,427-67.9% |