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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 | $23,093 | $82,678-72.1% | $125,391-81.6% | $68,490-66.3% |
| Participation rate | 63.0% | 75.1%-12.0pp | 82.4%-19.3pp | 67.9%-4.9pp |
| Annual return | -19.98% | -5.97%-14.0pp | 572.41%-592.4pp | -7.85%-12.1pp |
| Employer contribution / active EE | $3,799 | $3,382+12.3% | $4,816-21.1% | $2,597+46.3% |
| Participant deferral / active EE | $2,004 | $6,111-67.2% | $7,448-73.1% | $4,028-50.2% |
| Admin fee / account holder | $4,321 | $6,277-31.2% | $10,009-56.8% | $5,403-20.0% |