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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 | $37,457 | $45,566-17.8% | $64,105-41.6% | $59,633-37.2% |
| Participation rate | 21.1% | 60.2%-39.1pp | 68.2%-47.1pp | 68.7%-47.6pp |
| Annual return | -4.11% | 4.95%-9.1pp | 791.24%-795.4pp | 2041.40%-2045.5pp |
| Employer contribution / active EE | $352 | $934-62.3% | $1,820-80.7% | $2,203-84.0% |
| Participant deferral / active EE | $449 | $2,057-78.2% | $2,822-84.1% | $3,192-85.9% |
| Admin fee / account holder | $4,615 | $3,268+41.3% | $4,499+2.6% | $4,297+7.4% |