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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 | $116,306 | $78,694+47.8% | $67,652+71.9% | $125,389-7.2% |
| Participation rate | 66.7% | 78.8%-12.1pp | 75.7%-9.0pp | 83.2%-16.5pp |
| Annual return | -4.37% | 9.46%-13.8pp | 6625.40%-6629.8pp | 282.24%-286.6pp |
| Employer contribution / active EE | $865 | $3,044-71.6% | $2,266-61.8% | $4,866-82.2% |
| Participant deferral / active EE | $1,163 | $4,292-72.9% | $3,560-67.3% | $5,352-78.3% |
| Admin fee / account holder | $2,606 | $7,403-64.8% | $4,821-45.9% | $9,541-72.7% |