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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 | $47,960 | $99,875-52.0% | $146,866-67.3% | $86,983-44.9% |
| Participation rate | 27.3% | 75.8%-48.5pp | 82.5%-55.2pp | 69.5%-42.3pp |
| Annual return | 12.74% | 28.10%-15.4pp | 102.85%-90.1pp | 25.83%-13.1pp |
| Employer contribution / active EE | $540 | $3,224-83.2% | $4,425-87.8% | $2,584-79.1% |
| Participant deferral / active EE | $1,619 | $6,322-74.4% | $7,759-79.1% | $4,194-61.4% |
| Admin fee / account holder | $34,212 | $7,838+336.5% | $13,620+151.2% | $7,856+335.5% |