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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 | $47,281 | $96,643-51.1% | $86,617-45.4% | $139,456-66.1% |
| Participation rate | 69.2% | 74.4%-5.2pp | 71.7%-2.5pp | 80.3%-11.1pp |
| Annual return | 9.92% | 106.57%-96.7pp | 591.91%-582.0pp | 373.45%-363.5pp |
| Employer contribution / active EE | $1,610 | $3,264-50.7% | $3,023-46.7% | $4,753-66.1% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $15,466 | $6,406+141.4% | $5,613+175.5% | $11,407+35.6% |