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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 | $66,094 | $58,828+12.3% | $78,002-15.3% | $62,881+5.1% |
| Participation rate | 65.6% | 71.1%-5.4pp | 75.5%-9.9pp | 69.3%-3.7pp |
| Annual return | -1.32% | 17.16%-18.5pp | 425.99%-427.3pp | 20.14%-21.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $842 | $2,686-68.6% | $3,497-75.9% | $3,203-73.7% |
| Admin fee / account holder | $3,055 | $4,393-30.5% | $5,481-44.3% | $4,296-28.9% |