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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 | $74,776 | $54,717+36.7% | $86,216-13.3% | $71,511+4.6% |
| Participation rate | 55.1% | 60.1%-5.0pp | 69.0%-13.8pp | 67.9%-12.8pp |
| Annual return | -6.60% | 20.07%-26.7pp | 1169.42%-1176.0pp | 28.86%-35.5pp |
| Employer contribution / active EE | $323 | $1,267-74.5% | $2,382-86.5% | $2,589-87.5% |
| Participant deferral / active EE | $1,007 | $3,110-67.6% | $3,986-74.7% | $4,291-76.5% |
| Admin fee / account holder | $7,120 | $1,922+270.4% | $6,853+3.9% | $1,588+348.2% |