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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 | $48,508 | $59,402-18.3% | $93,654-48.2% | $74,546-34.9% |
| Participation rate | 27.5% | 59.7%-32.1pp | 68.7%-41.2pp | 67.2%-39.7pp |
| Annual return | 9.87% | 81.86%-72.0pp | 133.34%-123.5pp | 1366.03%-1356.2pp |
| Employer contribution / active EE | $605 | $1,265-52.2% | $2,421-75.0% | $2,624-77.0% |
| Participant deferral / active EE | $1,161 | $3,049-61.9% | $4,413-73.7% | $4,347-73.3% |
| Admin fee / account holder | $4,116 | $3,023+36.2% | $8,282-50.3% | $1,944+111.8% |