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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 | $50,046 | $45,566+9.8% | $64,105-21.9% | $59,633-16.1% |
| Participation rate | 27.9% | 60.2%-32.3pp | 68.2%-40.3pp | 68.7%-40.8pp |
| Annual return | -4.10% | 4.95%-9.1pp | 791.24%-795.3pp | 2041.45%-2045.6pp |
| Employer contribution / active EE | $1,135 | $934+21.5% | $1,820-37.6% | $2,203-48.5% |
| Participant deferral / active EE | $250 | $2,057-87.9% | $2,822-91.1% | $3,192-92.2% |
| Admin fee / account holder | $1,676 | $3,268-48.7% | $4,499-62.8% | $4,297-61.0% |