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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 | $28,749 | $52,678-45.4% | $75,782-62.1% | $59,632-51.8% |
| Participation rate | 21.6% | 67.2%-45.6pp | 75.8%-54.2pp | 68.7%-47.0pp |
| Annual return | -4.77% | 2.95%-7.7pp | 9.68%-14.4pp | 2041.32%-2046.1pp |
| Employer contribution / active EE | $430 | $2,193-80.4% | $3,323-87.1% | $2,203-80.5% |
| Participant deferral / active EE | $935 | $2,591-63.9% | $3,652-74.4% | $3,192-70.7% |
| Admin fee / account holder | $381 | $3,610-89.4% | $5,300-92.8% | $4,297-91.1% |