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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 | $59,027 | $48,078+22.8% | $78,676-25.0% | $62,881-6.1% |
| Participation rate | 16.9% | 65.2%-48.3pp | 73.6%-56.7pp | 69.3%-52.4pp |
| Annual return | -2.70% | 31.36%-34.1pp | 62.19%-64.9pp | 20.14%-22.8pp |
| Employer contribution / active EE | $317 | $2,015-84.3% | $2,850-88.9% | $2,281-86.1% |
| Participant deferral / active EE | $529 | $2,587-79.6% | $3,517-85.0% | $3,203-83.5% |
| Admin fee / account holder | $2,692 | $3,206-16.0% | $4,510-40.3% | $4,296-37.3% |