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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 | $73,342 | $133,998-45.3% | $112,263-34.7% | $134,545-45.5% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -22.90% | 47.17%-70.1pp | 27.49%-50.4pp | 418.37%-441.3pp |
| Employer contribution / active EE | $11,616 | $4,040+187.5% | $3,636+219.5% | $4,742+145.0% |
| Participant deferral / active EE | $717 | $5,292-86.5% | $4,729-84.8% | $6,401-88.8% |
| Admin fee / account holder | $1,284 | $7,493-82.9% | $6,410-80.0% | $11,431-88.8% |