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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 | $47,976 | $63,354-24.3% | $94,105-49.0% | $82,637-41.9% |
| Participation rate | 15.0% | 63.8%-48.8pp | 71.9%-56.9pp | 68.1%-53.1pp |
| Annual return | 10.50% | 34.36%-23.9pp | 204.55%-194.1pp | 53.51%-43.0pp |
| Employer contribution / active EE | $395 | $1,760-77.6% | $2,504-84.2% | $2,552-84.5% |
| Participant deferral / active EE | $680 | $2,873-76.3% | $3,881-82.5% | $4,126-83.5% |
| Admin fee / account holder | $15,404 | $5,073+203.6% | $6,199+148.5% | $7,339+109.9% |