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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 | $28,762 | $138,076-79.2% | $123,553-76.7% | $135,380-78.8% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -9.60% | 153.70%-163.3pp | 119.21%-128.8pp | 519.81%-529.4pp |
| Employer contribution / active EE | $3,551 | $5,152-31.1% | $4,628-23.3% | $4,779-25.7% |
| Participant deferral / active EE | $1,570 | $6,800-76.9% | $6,426-75.6% | $5,609-72.0% |
| Admin fee / account holder | $4,057 | $10,917-62.8% | $9,284-56.3% | $10,828-62.5% |