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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 | $154,581 | $101,069+52.9% | $81,478+89.7% | $147,585+4.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | -9.66% | 32.40%-42.1pp | 38.78%-48.4pp | 578.57%-588.2pp |
| Employer contribution / active EE | $420 | $3,205-86.9% | $2,568-83.6% | $4,876-91.4% |
| Participant deferral / active EE | $420 | $4,242-90.1% | $3,537-88.1% | $5,439-92.3% |
| Admin fee / account holder | $769 | $5,812-86.8% | $4,561-83.1% | $10,885-92.9% |