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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 | $52,635 | $53,128-0.9% | $86,582-39.2% | $70,126-24.9% |
| Participation rate | 17.9% | 65.3%-47.4pp | 73.5%-55.7pp | 69.5%-51.7pp |
| Annual return | -1.48% | 27.66%-29.1pp | 965.08%-966.6pp | 73.15%-74.6pp |
| Employer contribution / active EE | $287 | $2,068-86.1% | $2,839-89.9% | $2,343-87.7% |
| Participant deferral / active EE | $562 | $2,695-79.2% | $3,609-84.4% | $3,332-83.1% |
| Admin fee / account holder | $391 | $3,584-89.1% | $4,904-92.0% | $4,645-91.6% |