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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 | $61,838 | $65,555-5.7% | $86,216-28.3% | $75,173-17.7% |
| Participation rate | 62.1% | 60.5%+1.6pp | 69.0%-6.9pp | 67.2%-5.1pp |
| Annual return | 9.36% | 46.07%-36.7pp | 1169.42%-1160.1pp | 160.72%-151.4pp |
| Employer contribution / active EE | $5,509 | $1,553+254.6% | $2,382+131.3% | $2,671+106.2% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $29,244 | $5,469+434.7% | $6,853+326.7% | $5,651+417.5% |