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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 | $48,043 | $65,555-26.7% | $86,216-44.3% | $75,173-36.1% |
| Participation rate | 23.6% | 60.5%-36.8pp | 69.0%-45.3pp | 67.2%-43.6pp |
| Annual return | 12.44% | 46.07%-33.6pp | 1169.42%-1157.0pp | 160.72%-148.3pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $596 | $3,023-80.3% | $3,986-85.0% | $4,126-85.6% |
| Admin fee / account holder | $10,306 | $5,469+88.4% | $6,853+50.4% | $5,651+82.4% |