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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 | $84,914 | $48,235+76.0% | $68,803+23.4% | $68,490+24.0% |
| Participation rate | 3.6% | 60.7%-57.1pp | 69.0%-65.4pp | 67.9%-64.3pp |
| Annual return | -20.26% | -12.70%-7.6pp | -6.37%-13.9pp | -7.85%-12.4pp |
| Employer contribution / active EE | $754 | $1,829-58.8% | $2,656-71.6% | $2,597-71.0% |
| Participant deferral / active EE | $510 | $2,867-82.2% | $3,942-87.1% | $4,028-87.3% |
| Admin fee / account holder | $470 | $4,361-89.2% | $4,936-90.5% | $5,403-91.3% |