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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 | $74,364 | $58,714+26.7% | $142,874-48.0% | $85,856-13.4% |
| Participation rate | 58.6% | 58.5%+0.1pp | 72.0%-13.3pp | 69.3%-10.7pp |
| Annual return | 9.53% | 27.73%-18.2pp | 5638.58%-5629.1pp | 318.58%-309.1pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,145-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $675 | $2,608-74.1% | $3,838-82.4% | $3,952-82.9% |
| Admin fee / account holder | $21,281 | $4,241+401.8% | $6,561+224.4% | $6,261+239.9% |