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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 | $27,120 | $65,555-58.6% | $86,216-68.5% | $75,173-63.9% |
| Participation rate | 11.1% | 60.5%-49.4pp | 69.0%-57.8pp | 67.2%-56.1pp |
| Annual return | 11.83% | 46.07%-34.2pp | 1169.42%-1157.6pp | 160.72%-148.9pp |
| Employer contribution / active EE | $363 | $1,553-76.6% | $2,382-84.8% | $2,671-86.4% |
| Participant deferral / active EE | $449 | $3,023-85.1% | $3,986-88.7% | $4,126-89.1% |
| Admin fee / account holder | $16,523 | $5,469+202.1% | $6,853+141.1% | $5,651+192.4% |