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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 | $29,096 | $108,912-73.3% | $100,383-71.0% | $145,959-80.1% |
| Participation rate | 25.0% | 83.0%-58.0pp | 81.5%-56.5pp | 80.3%-55.3pp |
| Annual return | 10.06% | 57.96%-47.9pp | 49.26%-39.2pp | 561.95%-551.9pp |
| Employer contribution / active EE | $1,679 | $4,423-62.0% | $3,944-57.4% | $4,661-64.0% |
| Participant deferral / active EE | $2,099 | $8,451-75.2% | $8,086-74.0% | $6,689-68.6% |
| Admin fee / account holder | $40,637 | $9,690+319.4% | $7,900+414.4% | $13,398+203.3% |