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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 | $48,948 | $60,119-18.6% | $90,430-45.9% | $79,858-38.7% |
| Participation rate | 18.4% | 65.0%-46.6pp | 72.7%-54.3pp | 69.6%-51.3pp |
| Annual return | 7.87% | 71.94%-64.1pp | 1293.73%-1285.9pp | 31.72%-23.8pp |
| Employer contribution / active EE | $541 | $2,068-73.8% | $3,262-83.4% | $2,471-78.1% |
| Participant deferral / active EE | $682 | $2,938-76.8% | $3,963-82.8% | $3,740-81.8% |
| Admin fee / account holder | $14,859 | $3,976+273.7% | $5,613+164.7% | $5,306+180.0% |