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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 | $48,791 | $52,581-7.2% | $130,788-62.7% | $64,340-24.2% |
| Participation rate | 22.2% | 46.5%-24.3pp | 70.1%-47.9pp | 55.2%-33.0pp |
| Annual return | 11.72% | 20.39%-8.7pp | 386.44%-374.7pp | 24.14%-12.4pp |
| Employer contribution / active EE | $564 | $1,031-45.3% | $3,558-84.1% | $1,862-69.7% |
| Participant deferral / active EE | $490 | $2,200-77.7% | $4,137-88.1% | $2,980-83.5% |
| Admin fee / account holder | $56,301 | $4,583+1128.4% | $6,673+743.7% | $3,703+1420.6% |