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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 | $47,102 | $79,209-40.5% | $102,434-54.0% | $74,459-36.7% |
| Participation rate | 63.9% | 74.8%-10.9pp | 76.5%-12.6pp | 67.2%-3.3pp |
| Annual return | 10.04% | 54.98%-44.9pp | 29.46%-19.4pp | 1369.70%-1359.7pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,000 | $4,417-54.7% | $5,055-60.4% | $4,350-54.0% |
| Admin fee / account holder | $6,283 | $2,002+213.9% | $9,462-33.6% | $1,945+223.1% |