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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 | $49,231 | $83,369-40.9% | $105,223-53.2% | $67,986-27.6% |
| Participation rate | 15.0% | 56.3%-41.3pp | 75.0%-60.0pp | 57.2%-42.2pp |
| Annual return | 11.78% | 24.64%-12.9pp | 180.65%-168.9pp | 31.67%-19.9pp |
| Employer contribution / active EE | $644 | $2,541-74.6% | $3,689-82.5% | $2,019-68.1% |
| Participant deferral / active EE | $1,066 | $3,295-67.7% | $5,072-79.0% | $3,358-68.3% |
| Admin fee / account holder | $44,334 | $4,073+988.6% | $8,859+400.4% | $3,203+1284.1% |