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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 | $46,578 | $29,319+58.9% | $52,425-11.2% | $82,448-43.5% |
| Participation rate | 5.9% | 46.9%-41.0pp | 55.6%-49.7pp | 68.1%-62.2pp |
| Annual return | 13.03% | 535.20%-522.2pp | 302.12%-289.1pp | 41.64%-28.6pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $182 | $1,171-84.5% | $1,790-89.9% | $4,139-95.6% |
| Admin fee / account holder | $11,328 | $1,962+477.3% | $2,495+354.0% | $7,234+56.6% |