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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 | $57,007 | $51,736+10.2% | $120,225-52.6% | $67,986-16.1% |
| Participation rate | 17.7% | 46.1%-28.3pp | 69.6%-51.8pp | 57.2%-39.5pp |
| Annual return | 11.51% | 31.98%-20.5pp | 439.23%-427.7pp | 31.67%-20.2pp |
| Employer contribution / active EE | $980 | $1,071-8.5% | $3,475-71.8% | $2,019-51.4% |
| Participant deferral / active EE | $645 | $2,206-70.8% | $3,999-83.9% | $3,358-80.8% |
| Admin fee / account holder | $32,128 | $4,159+672.5% | $5,696+464.0% | $3,203+903.0% |