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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 | $12,466 | $134,001-90.7% | $112,258-88.9% | $134,509-90.7% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -21.38% | 47.15%-68.5pp | 27.47%-48.9pp | 418.13%-439.5pp |
| Employer contribution / active EE | $1,443 | $4,039-64.3% | $3,636-60.3% | $4,741-69.6% |
| Participant deferral / active EE | $1,443 | $5,291-72.7% | $4,728-69.5% | $6,400-77.5% |
| Admin fee / account holder | $1,479 | $7,491-80.3% | $6,411-76.9% | $11,427-87.1% |