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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 | $51,857 | $49,255+5.3% | $70,494-26.4% | $79,856-35.1% |
| Participation rate | 56.1% | 69.2%-13.1pp | 75.1%-19.0pp | 69.6%-13.5pp |
| Annual return | -10.16% | 30.10%-40.3pp | 109.16%-119.3pp | 31.71%-41.9pp |
| Employer contribution / active EE | $4,943 | $2,100+135.4% | $2,738+80.5% | $2,471+100.0% |
| Participant deferral / active EE | $532 | $2,768-80.8% | $3,711-85.7% | $3,741-85.8% |
| Admin fee / account holder | $4,043 | $2,879+40.4% | $3,848+5.1% | $5,306-23.8% |