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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 | $71,869 | $66,402+8.2% | $109,907-34.6% | $85,847-16.3% |
| Participation rate | 65.8% | 63.9%+2.0pp | 74.2%-8.4pp | 69.3%-3.5pp |
| Annual return | -1.22% | 19.59%-20.8pp | 29.46%-30.7pp | 318.61%-319.8pp |
| Employer contribution / active EE | $56,116 | $1,687+3226.0% | $2,844+1873.2% | $2,565+2087.5% |
| Participant deferral / active EE | $556 | $2,842-80.4% | $4,047-86.3% | $3,952-85.9% |
| Admin fee / account holder | $1,038 | $4,557-77.2% | $6,069-82.9% | $6,261-83.4% |