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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 | $42,407 | $43,730-3.0% | $121,220-65.0% | $64,173-33.9% |
| Participation rate | 68.0% | 58.3%+9.7pp | 71.8%-3.8pp | 69.6%-1.6pp |
| Annual return | -11.61% | 68.94%-80.5pp | 16.94%-28.5pp | 7.63%-19.2pp |
| Employer contribution / active EE | $9,138 | $1,297+604.7% | $4,023+127.2% | $2,381+283.8% |
| Participant deferral / active EE | $0 | $2,281-100.0% | $3,345-100.0% | $3,470-100.0% |
| Admin fee / account holder | $316 | $3,502-91.0% | $5,021-93.7% | $4,887-93.5% |