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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 | $92,561 | $42,548+117.5% | $74,551+24.2% | $56,289+64.4% |
| Participation rate | 15.5% | 60.5%-44.9pp | 69.1%-53.6pp | 69.9%-54.3pp |
| Annual return | -8.51% | 12.40%-20.9pp | 32.53%-41.0pp | -9.96%+1.4pp |
| Employer contribution / active EE | $473 | $855-44.6% | $1,961-75.9% | $2,111-77.6% |
| Participant deferral / active EE | $950 | $2,277-58.3% | $3,108-69.4% | $3,350-71.6% |
| Admin fee / account holder | $3,186 | $467+582.0% | $5,059-37.0% | $521+511.5% |