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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 | $45,004 | $91,525-50.8% | $130,026-65.4% | $75,181-40.1% |
| Participation rate | 42.4% | 71.4%-29.0pp | 78.5%-36.1pp | 67.2%-24.8pp |
| Annual return | 12.44% | -631.40%+643.8pp | -137.26%+149.7pp | 160.69%-148.2pp |
| Employer contribution / active EE | $816 | $2,844-71.3% | $4,321-81.1% | $2,671-69.5% |
| Participant deferral / active EE | $1,102 | $4,342-74.6% | $5,821-81.1% | $4,126-73.3% |
| Admin fee / account holder | $5,865 | $6,778-13.5% | $10,608-44.7% | $5,650+3.8% |