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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 | $52,860 | $79,223-33.3% | $102,460-48.4% | $74,478-29.0% |
| Participation rate | 42.7% | 74.8%-32.0pp | 76.5%-33.8pp | 67.2%-24.5pp |
| Annual return | 8.71% | 54.98%-46.3pp | 29.47%-20.8pp | 1370.56%-1361.9pp |
| Employer contribution / active EE | $854 | $2,363-63.9% | $3,025-71.8% | $2,626-67.5% |
| Participant deferral / active EE | $1,388 | $4,417-68.6% | $5,056-72.5% | $4,350-68.1% |
| Admin fee / account holder | $8,547 | $2,003+326.7% | $9,460-9.6% | $1,946+339.3% |