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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 | $27,295 | $45,566-40.1% | $64,105-57.4% | $59,633-54.2% |
| Participation rate | 66.0% | 60.2%+5.8pp | 68.2%-2.2pp | 68.7%-2.7pp |
| Annual return | -10.35% | 4.95%-15.3pp | 791.24%-801.6pp | 2041.45%-2051.8pp |
| Employer contribution / active EE | $610 | $934-34.7% | $1,820-66.5% | $2,203-72.3% |
| Participant deferral / active EE | $853 | $2,057-58.5% | $2,822-69.8% | $3,192-73.3% |
| Admin fee / account holder | $3,558 | $3,268+8.9% | $4,499-20.9% | $4,297-17.2% |