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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 | $45,806 | $29,319+56.2% | $52,425-12.6% | $82,448-44.4% |
| Participation rate | 11.7% | 46.9%-35.2pp | 55.6%-43.9pp | 68.1%-56.4pp |
| Annual return | 2.75% | 535.20%-532.5pp | 302.12%-299.4pp | 41.64%-38.9pp |
| Employer contribution / active EE | $140 | $586-76.1% | $914-84.7% | $2,551-94.5% |
| Participant deferral / active EE | $240 | $1,171-79.5% | $1,790-86.6% | $4,139-94.2% |
| Admin fee / account holder | $6,419 | $1,962+227.1% | $2,495+157.3% | $7,234-11.3% |