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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 | $156,194 | $58,600+166.5% | $83,327+87.4% | $64,173+143.4% |
| Participation rate | 4.8% | 72.0%-67.3pp | 77.8%-73.0pp | 69.6%-64.8pp |
| Annual return | -11.79% | 9.66%-21.4pp | 10.64%-22.4pp | 7.63%-19.4pp |
| Employer contribution / active EE | $300 | $2,098-85.7% | $3,379-91.1% | $2,381-87.4% |
| Participant deferral / active EE | $482 | $4,656-89.7% | $5,565-91.3% | $3,470-86.1% |
| Admin fee / account holder | $2,357 | $9,282-74.6% | $7,540-68.7% | $4,887-51.8% |