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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 | $36,175 | $47,479-23.8% | $62,929-42.5% | $82,448-56.1% |
| Participation rate | 47.1% | 66.9%-19.8pp | 73.1%-26.1pp | 68.1%-21.0pp |
| Annual return | 8.02% | 20.34%-12.3pp | 1063.93%-1055.9pp | 41.64%-33.6pp |
| Employer contribution / active EE | $6,972 | $1,885+269.8% | $2,505+178.4% | $2,551+173.3% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $11,243 | $3,804+195.6% | $5,065+122.0% | $7,234+55.4% |