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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 | $42,329 | $99,957-57.7% | $149,730-71.7% | $73,493-42.4% |
| Participation rate | 36.8% | 75.7%-38.9pp | 82.5%-45.7pp | 70.7%-33.9pp |
| Annual return | 11.54% | 53.87%-42.3pp | 276.70%-265.2pp | 28.51%-17.0pp |
| Employer contribution / active EE | $923 | $3,191-71.1% | $4,645-80.1% | $2,270-59.4% |
| Participant deferral / active EE | $2,402 | $6,073-60.4% | $6,843-64.9% | $3,740-35.8% |
| Admin fee / account holder | $3,489 | $551+533.6% | $9,310-62.5% | $513+580.1% |