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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 | $57,546 | $102,385-43.8% | $147,080-60.9% | $80,935-28.9% |
| Participation rate | 30.7% | 75.9%-45.2pp | 82.2%-51.5pp | 67.7%-37.0pp |
| Annual return | 10.76% | 135.09%-124.3pp | 420.17%-409.4pp | 35.66%-24.9pp |
| Employer contribution / active EE | $932 | $3,717-74.9% | $4,933-81.1% | $2,757-66.2% |
| Participant deferral / active EE | $2,143 | $6,651-67.8% | $8,066-73.4% | $4,299-50.2% |
| Admin fee / account holder | $30,901 | $7,951+288.6% | $12,989+137.9% | $6,924+346.3% |