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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 | $38,229 | $131,835-71.0% | $108,582-64.8% | $273,972-86.0% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 1.38% | -91.57%+93.0pp | -51.70%+53.1pp | 41.46%-40.1pp |
| Employer contribution / active EE | $1,034 | $4,913-78.9% | $3,758-72.5% | $4,869-78.8% |
| Participant deferral / active EE | $1,403 | $5,127-72.6% | $4,311-67.5% | $5,287-73.5% |
| Admin fee / account holder | $6,178 | $10,253-39.7% | $7,645-19.2% | $10,133-39.0% |