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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 | $47,343 | $160,070-70.4% | $147,117-67.8% | $145,897-67.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 0.48% | 98.69%-98.2pp | 420.54%-420.1pp | 552.29%-551.8pp |
| Employer contribution / active EE | $1,675 | $5,285-68.3% | $4,932-66.0% | $4,663-64.1% |
| Participant deferral / active EE | $2,505 | $8,419-70.2% | $8,065-68.9% | $6,689-62.6% |
| Admin fee / account holder | $43,220 | $15,035+187.5% | $12,993+232.7% | $13,390+222.8% |