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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 | $47,053 | $58,275-19.3% | $81,844-42.5% | $80,935-41.9% |
| Participation rate | 25.4% | 63.5%-38.0pp | 72.4%-47.0pp | 67.7%-42.2pp |
| Annual return | 10.37% | 41.82%-31.4pp | 778.87%-768.5pp | 35.66%-25.3pp |
| Employer contribution / active EE | $567 | $2,346-75.8% | $2,916-80.6% | $2,757-79.4% |
| Participant deferral / active EE | $625 | $3,285-81.0% | $4,323-85.5% | $4,299-85.5% |
| Admin fee / account holder | $13,462 | $4,749+183.5% | $7,355+83.0% | $6,924+94.4% |