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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 | $97,569 | $134,001-27.2% | $112,258-13.1% | $134,509-27.5% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -22.14% | 47.15%-69.3pp | 27.47%-49.6pp | 418.13%-440.3pp |
| Employer contribution / active EE | $1,092 | $4,039-73.0% | $3,636-70.0% | $4,741-77.0% |
| Participant deferral / active EE | $1,355 | $5,291-74.4% | $4,728-71.4% | $6,400-78.8% |
| Admin fee / account holder | $5,256 | $7,491-29.8% | $6,411-18.0% | $11,427-54.0% |