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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 | $50,576 | $102,385-50.6% | $147,080-65.6% | $80,935-37.5% |
| Participation rate | 48.9% | 75.9%-27.0pp | 82.2%-33.3pp | 67.7%-18.8pp |
| Annual return | 9.04% | 135.09%-126.1pp | 420.17%-411.1pp | 35.66%-26.6pp |
| Employer contribution / active EE | $895 | $3,717-75.9% | $4,933-81.9% | $2,757-67.5% |
| Participant deferral / active EE | $1,545 | $6,651-76.8% | $8,066-80.8% | $4,299-64.1% |
| Admin fee / account holder | $4,789 | $7,951-39.8% | $12,989-63.1% | $6,924-30.8% |