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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 | $58,241-19.2% | $81,780-42.5% | $80,911-41.8% |
| Participation rate | 25.4% | 63.4%-38.0pp | 72.4%-46.9pp | 67.6%-42.2pp |
| Annual return | 10.37% | 41.73%-31.4pp | 776.27%-765.9pp | 35.63%-25.3pp |
| Employer contribution / active EE | $567 | $2,343-75.8% | $2,914-80.6% | $2,756-79.4% |
| Participant deferral / active EE | $625 | $3,283-81.0% | $4,321-85.5% | $4,297-85.5% |
| Admin fee / account holder | $13,462 | $4,973+170.7% | $7,384+82.3% | $6,935+94.1% |