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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 | $45,199 | $49,164-8.1% | $121,147-62.7% | $75,173-39.9% |
| Participation rate | 22.4% | 55.4%-33.0pp | 69.5%-47.1pp | 67.2%-44.7pp |
| Annual return | 12.15% | 56.03%-43.9pp | 986.30%-974.1pp | 160.65%-148.5pp |
| Employer contribution / active EE | $391 | $1,546-74.7% | $4,166-90.6% | $2,670-85.4% |
| Participant deferral / active EE | $468 | $2,628-82.2% | $4,081-88.5% | $4,126-88.7% |
| Admin fee / account holder | $12,357 | $3,942+213.4% | $5,646+118.8% | $5,651+118.7% |