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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 | $45,058 | $133,981-66.4% | $112,249-59.9% | $134,532-66.5% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -20.98% | 47.16%-68.1pp | 27.48%-48.5pp | 418.27%-439.2pp |
| Employer contribution / active EE | $11,696 | $4,040+189.5% | $3,636+221.7% | $4,741+146.7% |
| Participant deferral / active EE | $606 | $5,292-88.5% | $4,729-87.2% | $6,401-90.5% |
| Admin fee / account holder | $302 | $7,492-96.0% | $6,412-95.3% | $11,429-97.4% |