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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 | $124,711 | $100,805+23.7% | $86,698+43.8% | $134,532-7.3% |
| Participation rate | 58.3% | 79.0%-20.6pp | 76.6%-18.3pp | 81.2%-22.9pp |
| Annual return | -20.31% | 29.09%-49.4pp | 35.95%-56.3pp | 418.27%-438.6pp |
| Employer contribution / active EE | $1,652 | $3,490-52.7% | $2,837-41.8% | $4,741-65.2% |
| Participant deferral / active EE | $1,655 | $5,339-69.0% | $4,656-64.4% | $6,401-74.1% |
| Admin fee / account holder | $1,532 | $10,925-86.0% | $7,493-79.6% | $11,429-86.6% |