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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 | $52,531 | $39,798+32.0% | $67,704-22.4% | $59,633-11.9% |
| Participation rate | 20.7% | 57.4%-36.7pp | 67.5%-46.8pp | 68.7%-48.0pp |
| Annual return | -3.90% | 89.94%-93.8pp | 25.41%-29.3pp | 2041.45%-2045.4pp |
| Employer contribution / active EE | $387 | $1,393-72.2% | $2,559-84.9% | $2,203-82.4% |
| Participant deferral / active EE | $566 | $2,335-75.8% | $3,585-84.2% | $3,192-82.3% |
| Admin fee / account holder | $588 | $3,212-81.7% | $4,255-86.2% | $4,297-86.3% |