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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 | $51,678 | $48,076+7.5% | $78,690-34.3% | $62,891-17.8% |
| Participation rate | 23.4% | 65.2%-41.8pp | 73.6%-50.1pp | 69.3%-45.9pp |
| Annual return | -1.91% | 31.35%-33.3pp | 62.18%-64.1pp | 20.14%-22.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $157 | $2,588-93.9% | $3,517-95.5% | $3,203-95.1% |
| Admin fee / account holder | $6,618 | $3,207+106.3% | $4,511+46.7% | $4,296+54.1% |