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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 | $69,426 | $67,372+3.0% | $60,906+14.0% | $134,532-48.4% |
| Participation rate | 17.4% | 76.2%-58.8pp | 73.1%-55.7pp | 81.2%-63.8pp |
| Annual return | -25.73% | 50.05%-75.8pp | 16.94%-42.7pp | 418.27%-444.0pp |
| Employer contribution / active EE | $603 | $3,099-80.6% | $2,703-77.7% | $4,741-87.3% |
| Participant deferral / active EE | $897 | $4,532-80.2% | $3,814-76.5% | $6,401-86.0% |
| Admin fee / account holder | $3,150 | $4,588-31.3% | $3,227-2.4% | $11,429-72.4% |