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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 | $31,623 | $45,566-30.6% | $64,105-50.7% | $59,633-47.0% |
| Participation rate | 48.1% | 60.2%-12.0pp | 68.2%-20.0pp | 68.7%-20.5pp |
| Annual return | -3.62% | 4.95%-8.6pp | 791.24%-794.9pp | 2041.40%-2045.0pp |
| Employer contribution / active EE | $2,150 | $934+130.1% | $1,820+18.1% | $2,203-2.4% |
| Participant deferral / active EE | $760 | $2,057-63.0% | $2,822-73.1% | $3,192-76.2% |
| Admin fee / account holder | $5,241 | $3,268+60.4% | $4,499+16.5% | $4,297+22.0% |