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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 | $65,777 | $59,111+11.3% | $86,451-23.9% | $68,490-4.0% |
| Participation rate | 66.0% | 75.2%-9.2pp | 80.3%-14.3pp | 67.9%-1.9pp |
| Annual return | -22.65% | -0.22%-22.4pp | 4398.51%-4421.2pp | -7.85%-14.8pp |
| Employer contribution / active EE | $383 | $2,519-84.8% | $3,770-89.8% | $2,597-85.3% |
| Participant deferral / active EE | $2,055 | $5,900-65.2% | $6,953-70.5% | $4,028-49.0% |
| Admin fee / account holder | $23,427 | $5,640+315.3% | $6,734+247.9% | $5,403+333.6% |