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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 | $39,168 | $71,192-45.0% | $117,861-66.8% | $62,293-37.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 79.7%-29.7pp | 69.5%-19.5pp |
| Annual return | 13.14% | 18.66%-5.5pp | 335.11%-322.0pp | 28.90%-15.8pp |
| Employer contribution / active EE | $702 | $1,934-63.7% | $3,786-81.5% | $2,042-65.6% |
| Participant deferral / active EE | $1,073 | $3,189-66.4% | $4,482-76.1% | $3,169-66.1% |
| Admin fee / account holder | $4,932 | $587+739.9% | $8,021-38.5% | $479+929.0% |