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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 | $40,050 | $60,119-33.4% | $90,430-55.7% | $79,858-49.8% |
| Participation rate | 57.1% | 65.0%-7.8pp | 72.7%-15.5pp | 69.6%-12.5pp |
| Annual return | 5.69% | 71.94%-66.2pp | 1293.73%-1288.0pp | 31.72%-26.0pp |
| Employer contribution / active EE | $290 | $2,068-86.0% | $3,262-91.1% | $2,471-88.3% |
| Participant deferral / active EE | $716 | $2,938-75.6% | $3,963-81.9% | $3,740-80.9% |
| Admin fee / account holder | $4,687 | $3,976+17.9% | $5,613-16.5% | $5,306-11.7% |