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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 | $13,055 | $134,001-90.3% | $112,258-88.4% | $134,509-90.3% |
| Participation rate | 69.6% | 78.6%-9.0pp | 75.1%-5.5pp | 81.2%-11.7pp |
| Annual return | -20.62% | 47.15%-67.8pp | 27.47%-48.1pp | 418.13%-438.8pp |
| Employer contribution / active EE | $1,010 | $4,039-75.0% | $3,636-72.2% | $4,741-78.7% |
| Participant deferral / active EE | $911 | $5,291-82.8% | $4,728-80.7% | $6,400-85.8% |
| Admin fee / account holder | $4,891 | $7,491-34.7% | $6,411-23.7% | $11,427-57.2% |