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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 | $17,750 | $52,519-66.2% | $155,789-88.6% | $59,633-70.2% |
| Participation rate | 12.6% | 61.7%-49.1pp | 76.1%-63.5pp | 68.7%-56.0pp |
| Annual return | -7.87% | 53.51%-61.4pp | 71.54%-79.4pp | 2041.45%-2049.3pp |
| Employer contribution / active EE | $419 | $1,589-73.6% | $3,839-89.1% | $2,203-81.0% |
| Participant deferral / active EE | $844 | $3,084-72.6% | $4,798-82.4% | $3,192-73.6% |
| Admin fee / account holder | $639 | $3,540-82.0% | $7,477-91.5% | $4,297-85.1% |