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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 | $98,110 | $162,785-39.7% | $133,959-26.8% | $158,950-38.3% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | -0.75% | 41.94%-42.7pp | 45.09%-45.8pp | 302.91%-303.7pp |
| Employer contribution / active EE | $1,397 | $4,975-71.9% | $3,919-64.3% | $4,762-70.7% |
| Participant deferral / active EE | $1,464 | $5,910-75.2% | $5,047-71.0% | $5,983-75.5% |
| Admin fee / account holder | $614 | $11,738-94.8% | $8,928-93.1% | $11,248-94.5% |