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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 | $51,736-5.7% | $120,225-59.4% | $67,986-28.2% |
| Participation rate | 22.2% | 46.1%-23.9pp | 69.6%-47.4pp | 57.2%-35.0pp |
| Annual return | 11.72% | 31.98%-20.3pp | 439.23%-427.5pp | 31.67%-19.9pp |
| Employer contribution / active EE | $564 | $1,071-47.3% | $3,475-83.8% | $2,019-72.1% |
| Participant deferral / active EE | $490 | $2,206-77.8% | $3,999-87.7% | $3,358-85.4% |
| Admin fee / account holder | $56,301 | $4,159+1253.7% | $5,696+888.4% | $3,203+1657.7% |