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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 | $62,733 | $72,177-13.1% | $115,037-45.5% | $59,633+5.2% |
| Participation rate | 44.9% | 72.6%-27.7pp | 81.4%-36.5pp | 68.7%-23.8pp |
| Annual return | -9.62% | 12.02%-21.6pp | 26.14%-35.8pp | 2041.40%-2051.0pp |
| Employer contribution / active EE | $530 | $2,841-81.3% | $4,608-88.5% | $2,203-75.9% |
| Participant deferral / active EE | $627 | $4,783-86.9% | $6,026-89.6% | $3,192-80.4% |
| Admin fee / account holder | $13,415 | $4,927+172.3% | $8,175+64.1% | $4,297+212.2% |