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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 | $14,706 | $102,595-85.7% | $94,057-84.4% | $154,746-90.5% |
| Participation rate | 17.6% | 76.0%-58.3pp | 73.3%-55.7pp | 80.7%-63.1pp |
| Annual return | 4.40% | 583.42%-579.0pp | 480.62%-476.2pp | 172.34%-167.9pp |
| Employer contribution / active EE | $2,455 | $3,147-22.0% | $2,933-16.3% | $4,379-43.9% |
| Participant deferral / active EE | $1,045 | $5,118-79.6% | $4,709-77.8% | $6,730-84.5% |
| Admin fee / account holder | $49,658 | $7,736+541.9% | $7,244+585.5% | $14,365+245.7% |