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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 | $48,952 | $65,566-25.3% | $86,235-43.2% | $75,177-34.9% |
| Participation rate | 55.6% | 60.5%-4.9pp | 69.0%-13.4pp | 67.2%-11.6pp |
| Annual return | 12.44% | 46.07%-33.6pp | 1170.03%-1157.6pp | 160.75%-148.3pp |
| Employer contribution / active EE | $682 | $1,553-56.1% | $2,381-71.4% | $2,671-74.5% |
| Participant deferral / active EE | $1,143 | $3,023-62.2% | $3,987-71.3% | $4,126-72.3% |
| Admin fee / account holder | $8,073 | $5,470+47.6% | $6,856+17.8% | $5,651+42.9% |