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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 | $75,807-36.7% | $116,096-58.7% | $86,983-44.8% |
| Participation rate | 15.0% | 66.9%-51.9pp | 73.3%-58.3pp | 69.5%-54.5pp |
| Annual return | 10.50% | 18.57%-8.1pp | 326.25%-315.8pp | 25.83%-15.3pp |
| Employer contribution / active EE | $395 | $1,892-79.1% | $2,503-84.2% | $2,584-84.7% |
| Participant deferral / active EE | $680 | $3,212-78.8% | $3,952-82.8% | $4,194-83.8% |
| Admin fee / account holder | $15,404 | $6,659+131.3% | $7,704+99.9% | $7,856+96.1% |