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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 | $51,155 | $48,364+5.8% | $71,796-28.7% | $62,881-18.6% |
| Participation rate | 37.0% | 60.6%-23.6pp | 69.1%-32.1pp | 69.3%-32.3pp |
| Annual return | -5.93% | 13.16%-19.1pp | 78.04%-84.0pp | 20.14%-26.1pp |
| Employer contribution / active EE | $326 | $1,042-68.7% | $1,924-83.1% | $2,281-85.7% |
| Participant deferral / active EE | $836 | $2,091-60.0% | $2,794-70.1% | $3,203-73.9% |
| Admin fee / account holder | $4,399 | $3,771+16.6% | $4,815-8.6% | $4,296+2.4% |