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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 | $26,310 | $138,076-80.9% | $123,553-78.7% | $135,380-80.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -11.92% | 153.70%-165.6pp | 119.21%-131.1pp | 519.81%-531.7pp |
| Employer contribution / active EE | $5,653 | $5,152+9.7% | $4,628+22.1% | $4,779+18.3% |
| Participant deferral / active EE | $1,765 | $6,800-74.0% | $6,426-72.5% | $5,609-68.5% |
| Admin fee / account holder | $320 | $10,917-97.1% | $9,284-96.6% | $10,828-97.0% |