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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 | $30,281 | $27,943+8.4% | $58,507-48.2% | $75,177-59.7% |
| Participation rate | 6.1% | 38.8%-32.8pp | 50.9%-44.8pp | 67.2%-61.1pp |
| Annual return | 11.51% | 44.22%-32.7pp | 4252.32%-4240.8pp | 160.75%-149.2pp |
| Employer contribution / active EE | $240 | $670-64.2% | $1,053-77.3% | $2,671-91.0% |
| Participant deferral / active EE | $129 | $1,202-89.2% | $1,922-93.3% | $4,126-96.9% |
| Admin fee / account holder | $45,145 | $1,727+2513.9% | $2,486+1715.9% | $5,651+698.8% |