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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 | $14,340 | $44,103-67.5% | $75,826-81.1% | $64,181-77.7% |
| Participation rate | 28.6% | 62.7%-34.2pp | 68.2%-39.6pp | 69.6%-41.0pp |
| Annual return | -25.30% | -4.72%-20.6pp | 1914.15%-1939.4pp | 7.63%-32.9pp |
| Employer contribution / active EE | $417 | $1,446-71.2% | $1,913-78.2% | $2,381-82.5% |
| Participant deferral / active EE | $496 | $2,204-77.5% | $2,862-82.7% | $3,470-85.7% |
| Admin fee / account holder | $5,164 | $3,506+47.3% | $4,726+9.3% | $4,887+5.7% |