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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 | $68,246 | $69,977-2.5% | $108,582-37.1% | $62,881+8.5% |
| Participation rate | 56.3% | 72.9%-16.6pp | 79.6%-23.3pp | 69.3%-13.1pp |
| Annual return | -5.17% | 10.73%-15.9pp | -51.70%+46.5pp | 20.14%-25.3pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $244 | $3,165-92.3% | $4,311-94.3% | $3,203-92.4% |
| Admin fee / account holder | $59,275 | $5,076+1067.6% | $7,645+675.3% | $4,296+1279.9% |