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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 | $49,028 | $60,128-18.5% | $90,440-45.8% | $79,852-38.6% |
| Participation rate | 29.4% | 65.0%-35.6pp | 72.7%-43.3pp | 69.6%-40.2pp |
| Annual return | 9.72% | 71.95%-62.2pp | 1294.38%-1284.7pp | 31.72%-22.0pp |
| Employer contribution / active EE | $336 | $2,068-83.8% | $3,263-89.7% | $2,471-86.4% |
| Participant deferral / active EE | $696 | $2,939-76.3% | $3,964-82.4% | $3,740-81.4% |
| Admin fee / account holder | $9,113 | $3,977+129.1% | $5,615+62.3% | $5,306+71.7% |