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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 | $43,675 | $102,393-57.3% | $147,041-70.3% | $80,911-46.0% |
| Participation rate | 30.3% | 75.9%-45.6pp | 82.2%-51.9pp | 67.6%-37.3pp |
| Annual return | 11.50% | 134.95%-123.4pp | 419.21%-407.7pp | 35.63%-24.1pp |
| Employer contribution / active EE | $962 | $3,715-74.1% | $4,935-80.5% | $2,756-65.1% |
| Participant deferral / active EE | $1,562 | $6,647-76.5% | $8,071-80.7% | $4,297-63.7% |
| Admin fee / account holder | $5,432 | $7,943-31.6% | $13,006-58.2% | $6,935-21.7% |