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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 | $109,869 | $134,001-18.0% | $112,258-2.1% | $134,509-18.3% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -20.75% | 47.15%-67.9pp | 27.47%-48.2pp | 418.13%-438.9pp |
| Employer contribution / active EE | $3,477 | $4,039-13.9% | $3,636-4.4% | $4,741-26.7% |
| Participant deferral / active EE | $667 | $5,291-87.4% | $4,728-85.9% | $6,400-89.6% |
| Admin fee / account holder | $28,776 | $7,491+284.2% | $6,411+348.8% | $11,427+151.8% |