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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 | $73,289 | $87,542-16.3% | $75,782-3.3% | $125,393-41.6% |
| Participation rate | 55.6% | 80.2%-24.6pp | 75.8%-20.3pp | 83.2%-27.6pp |
| Annual return | -5.72% | 13.48%-19.2pp | 9.68%-15.4pp | 282.23%-288.0pp |
| Employer contribution / active EE | $807 | $3,930-79.5% | $3,323-75.7% | $4,866-83.4% |
| Participant deferral / active EE | $811 | $4,229-80.8% | $3,652-77.8% | $5,351-84.8% |
| Admin fee / account holder | $1,725 | $6,502-73.5% | $5,300-67.5% | $9,541-81.9% |