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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 | $25,840 | $48,364-46.6% | $71,796-64.0% | $62,881-58.9% |
| Participation rate | 63.8% | 60.6%+3.2pp | 69.1%-5.3pp | 69.3%-5.5pp |
| Annual return | 0.82% | 13.16%-12.3pp | 78.04%-77.2pp | 20.14%-19.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $70 | $2,091-96.7% | $2,794-97.5% | $3,203-97.8% |
| Admin fee / account holder | $602 | $3,771-84.0% | $4,815-87.5% | $4,296-86.0% |