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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 | $86,606 | $91,525-5.4% | $130,026-33.4% | $75,181+15.2% |
| Participation rate | 67.1% | 71.4%-4.4pp | 78.5%-11.4pp | 67.2%-0.1pp |
| Annual return | 9.28% | -631.40%+640.7pp | -137.26%+146.5pp | 160.69%-151.4pp |
| Employer contribution / active EE | $3,355 | $2,844+18.0% | $4,321-22.4% | $2,671+25.6% |
| Participant deferral / active EE | $1,385 | $4,342-68.1% | $5,821-76.2% | $4,126-66.4% |
| Admin fee / account holder | $73,878 | $6,778+989.9% | $10,608+596.4% | $5,650+1207.6% |