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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 | $115,012 | $91,537+25.6% | $130,045-11.6% | $75,173+53.0% |
| Participation rate | 36.0% | 71.5%-35.5pp | 78.5%-42.5pp | 67.2%-31.2pp |
| Annual return | 2.50% | -631.55%+634.1pp | -137.30%+139.8pp | 160.72%-158.2pp |
| Employer contribution / active EE | $1,167 | $2,845-59.0% | $4,321-73.0% | $2,671-56.3% |
| Participant deferral / active EE | $986 | $4,343-77.3% | $5,820-83.1% | $4,126-76.1% |
| Admin fee / account holder | $1,500 | $6,780-77.9% | $10,600-85.8% | $5,651-73.5% |