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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 | $59,023 | $44,714+32.0% | $91,227-35.3% | $66,949-11.8% |
| Participation rate | 15.3% | 65.0%-49.7pp | 73.2%-57.9pp | 69.8%-54.6pp |
| Annual return | -19.31% | -12.25%-7.1pp | 114.14%-133.5pp | 1.57%-20.9pp |
| Employer contribution / active EE | $446 | $1,710-73.9% | $2,851-84.3% | $2,545-82.5% |
| Participant deferral / active EE | $858 | $3,355-74.4% | $4,234-79.7% | $4,239-79.8% |
| Admin fee / account holder | $5,388 | $521+934.0% | $5,423-0.6% | $594+807.8% |