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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 | $82,877 | $133,981-38.1% | $112,249-26.2% | $134,532-38.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -29.86% | 47.16%-77.0pp | 27.48%-57.3pp | 418.27%-448.1pp |
| Employer contribution / active EE | $5,634 | $4,040+39.5% | $3,636+54.9% | $4,741+18.8% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,185 | $7,492-84.2% | $6,412-81.5% | $11,429-89.6% |