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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 | $51,694 | $91,536-43.5% | $130,062-60.3% | $75,177-31.2% |
| Participation rate | 46.8% | 71.5%-24.7pp | 78.5%-31.7pp | 67.2%-20.4pp |
| Annual return | 8.85% | -631.62%+640.5pp | -137.37%+146.2pp | 160.75%-151.9pp |
| Employer contribution / active EE | $988 | $2,845-65.3% | $4,322-77.1% | $2,671-63.0% |
| Participant deferral / active EE | $1,408 | $4,343-67.6% | $5,821-75.8% | $4,126-65.9% |
| Admin fee / account holder | $3,797 | $6,780-44.0% | $10,601-64.2% | $5,651-32.8% |