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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 | $63,703-24.7% | $93,063-48.4% | $82,448-41.8% |
| Participation rate | 15.0% | 63.8%-48.8pp | 72.1%-57.1pp | 68.1%-53.1pp |
| Annual return | 10.50% | -775.43%+785.9pp | 34.15%-23.7pp | 41.64%-31.1pp |
| Employer contribution / active EE | $395 | $1,729-77.2% | $2,476-84.1% | $2,551-84.5% |
| Participant deferral / active EE | $680 | $2,919-76.7% | $3,958-82.8% | $4,139-83.6% |
| Admin fee / account holder | $15,404 | $5,982+157.5% | $6,033+155.3% | $7,234+112.9% |