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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 | $17,679 | $52,519-66.3% | $155,789-88.7% | $59,633-70.4% |
| Participation rate | 43.3% | 61.7%-18.4pp | 76.1%-32.8pp | 68.7%-25.3pp |
| Annual return | -3.84% | 53.51%-57.4pp | 71.54%-75.4pp | 2041.40%-2045.2pp |
| Employer contribution / active EE | $604 | $1,589-62.0% | $3,839-84.3% | $2,203-72.6% |
| Participant deferral / active EE | $797 | $3,084-74.2% | $4,798-83.4% | $3,192-75.0% |
| Admin fee / account holder | $594 | $3,540-83.2% | $7,477-92.1% | $4,297-86.2% |