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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 | $47,645 | $84,708-43.8% | $75,714-37.1% | $167,536-71.6% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.8%-24.8pp | 82.1%-32.1pp |
| Annual return | 6.81% | 199.62%-192.8pp | 104.62%-97.8pp | 478.82%-472.0pp |
| Employer contribution / active EE | $1,392 | $3,231-56.9% | $2,744-49.3% | $4,839-71.2% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $3,820-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,695 | $5,358-49.7% | $3,619-25.5% | $12,315-78.1% |