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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 | $76,564 | $54,370+40.8% | $82,763-7.5% | $68,490+11.8% |
| Participation rate | 9.3% | 63.9%-54.6pp | 72.6%-63.2pp | 67.9%-58.6pp |
| Annual return | -23.40% | -13.67%-9.7pp | 702.45%-725.8pp | -7.85%-15.5pp |
| Employer contribution / active EE | $283 | $2,219-87.2% | $3,008-90.6% | $2,597-89.1% |
| Participant deferral / active EE | $657 | $3,247-79.8% | $4,395-85.0% | $4,028-83.7% |
| Admin fee / account holder | $1,924 | $4,398-56.3% | $5,325-63.9% | $5,403-64.4% |