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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 | $49,264 | $93,598-47.4% | $135,974-63.8% | $75,173-34.5% |
| Participation rate | 9.2% | 75.2%-66.0pp | 81.9%-72.7pp | 67.2%-58.0pp |
| Annual return | 11.09% | 30.89%-19.8pp | 68.30%-57.2pp | 160.72%-149.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $299 | $6,405-95.3% | $7,760-96.1% | $4,126-92.8% |
| Admin fee / account holder | $28,153 | $6,978+303.5% | $10,767+161.5% | $5,651+398.2% |