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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 | $37,882 | $80,812-53.1% | $160,784-76.4% | $82,448-54.1% |
| Participation rate | 69.0% | 66.2%+2.7pp | 77.0%-8.0pp | 68.1%+0.9pp |
| Annual return | 11.41% | 100.59%-89.2pp | 1803.92%-1792.5pp | 41.64%-30.2pp |
| Employer contribution / active EE | $4,376 | $2,174+101.3% | $3,733+17.2% | $2,551+71.5% |
| Participant deferral / active EE | $0 | $4,335-100.0% | $6,293-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,081 | $7,695-60.0% | $9,717-68.3% | $7,234-57.4% |