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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 | $20,355 | $45,566-55.3% | $64,105-68.2% | $59,633-65.9% |
| Participation rate | 63.6% | 60.2%+3.5pp | 68.2%-4.5pp | 68.7%-5.0pp |
| Annual return | -3.45% | 4.95%-8.4pp | 791.24%-794.7pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $302 | $934-67.7% | $1,820-83.4% | $2,203-86.3% |
| Participant deferral / active EE | $713 | $2,057-65.3% | $2,822-74.7% | $3,192-77.7% |
| Admin fee / account holder | $1,734 | $3,268-46.9% | $4,499-61.5% | $4,297-59.6% |