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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 | $45,214 | $91,536-50.6% | $130,062-65.2% | $75,177-39.9% |
| Participation rate | 48.6% | 71.5%-22.9pp | 78.5%-29.9pp | 67.2%-18.6pp |
| Annual return | 12.76% | -631.62%+644.4pp | -137.37%+150.1pp | 160.75%-148.0pp |
| Employer contribution / active EE | $1,016 | $2,845-64.3% | $4,322-76.5% | $2,671-62.0% |
| Participant deferral / active EE | $1,357 | $4,343-68.8% | $5,821-76.7% | $4,126-67.1% |
| Admin fee / account holder | $949 | $6,780-86.0% | $10,601-91.1% | $5,651-83.2% |