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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 | $38,618 | $45,566-15.2% | $64,105-39.8% | $59,633-35.2% |
| Participation rate | 28.6% | 60.2%-31.6pp | 68.2%-39.6pp | 68.7%-40.1pp |
| Annual return | -3.58% | 4.95%-8.5pp | 791.24%-794.8pp | 2041.40%-2045.0pp |
| Employer contribution / active EE | $200 | $934-78.6% | $1,820-89.0% | $2,203-90.9% |
| Participant deferral / active EE | $698 | $2,057-66.0% | $2,822-75.2% | $3,192-78.1% |
| Admin fee / account holder | $1,407 | $3,268-56.9% | $4,499-68.7% | $4,297-67.3% |