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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 | $47,191 | $43,730+7.9% | $121,208-61.1% | $64,181-26.5% |
| Participation rate | 19.1% | 58.3%-39.2pp | 71.8%-52.6pp | 69.6%-50.5pp |
| Annual return | -10.80% | 68.94%-79.7pp | 16.93%-27.7pp | 7.63%-18.4pp |
| Employer contribution / active EE | $249 | $1,297-80.8% | $4,023-93.8% | $2,381-89.6% |
| Participant deferral / active EE | $711 | $2,281-68.8% | $3,345-78.7% | $3,470-79.5% |
| Admin fee / account holder | $4,644 | $3,502+32.6% | $5,020-7.5% | $4,887-5.0% |