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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 | $47,887 | $49,164-2.6% | $121,169-60.5% | $75,181-36.3% |
| Participation rate | 14.5% | 55.4%-41.0pp | 69.5%-55.0pp | 67.2%-52.7pp |
| Annual return | 13.46% | 56.03%-42.6pp | 986.71%-973.2pp | 160.69%-147.2pp |
| Employer contribution / active EE | $504 | $1,546-67.4% | $4,168-87.9% | $2,671-81.1% |
| Participant deferral / active EE | $780 | $2,628-70.3% | $4,083-80.9% | $4,126-81.1% |
| Admin fee / account holder | $27,411 | $3,942+595.3% | $5,645+385.5% | $5,650+385.2% |