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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 | $77,665 | $56,134+38.4% | $96,171-19.2% | $85,847-9.5% |
| Participation rate | 26.9% | 56.7%-29.8pp | 68.4%-41.5pp | 69.3%-42.4pp |
| Annual return | 11.06% | 42.30%-31.2pp | 192.04%-181.0pp | 318.61%-307.5pp |
| Employer contribution / active EE | $249 | $1,620-84.6% | $2,799-91.1% | $2,565-90.3% |
| Participant deferral / active EE | $720 | $2,858-74.8% | $4,350-83.5% | $3,952-81.8% |
| Admin fee / account holder | $434 | $3,769-88.5% | $5,538-92.2% | $6,261-93.1% |