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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 | $48,481 | $45,566+6.4% | $64,105-24.4% | $59,633-18.7% |
| Participation rate | 26.3% | 60.2%-33.9pp | 68.2%-41.9pp | 68.7%-42.4pp |
| Annual return | -5.34% | 4.95%-10.3pp | 791.24%-796.6pp | 2041.45%-2046.8pp |
| Employer contribution / active EE | $396 | $934-57.6% | $1,820-78.2% | $2,203-82.0% |
| Participant deferral / active EE | $744 | $2,057-63.8% | $2,822-73.6% | $3,192-76.7% |
| Admin fee / account holder | $322 | $3,268-90.1% | $4,499-92.8% | $4,297-92.5% |