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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 | $20,376 | $45,566-55.3% | $64,105-68.2% | $59,633-65.8% |
| Participation rate | 60.7% | 60.2%+0.5pp | 68.2%-7.5pp | 68.7%-8.0pp |
| Annual return | -6.36% | 4.95%-11.3pp | 791.24%-797.6pp | 2041.45%-2047.8pp |
| Employer contribution / active EE | $376 | $934-59.7% | $1,820-79.3% | $2,203-82.9% |
| Participant deferral / active EE | $741 | $2,057-64.0% | $2,822-73.7% | $3,192-76.8% |
| Admin fee / account holder | $5,585 | $3,268+70.9% | $4,499+24.1% | $4,297+30.0% |