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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 | $60,628 | $57,330+5.8% | $86,656-30.0% | $75,177-19.4% |
| Participation rate | 44.4% | 63.2%-18.7pp | 71.7%-27.3pp | 67.2%-22.8pp |
| Annual return | 9.60% | 2675.40%-2665.8pp | 593.09%-583.5pp | 160.75%-151.1pp |
| Employer contribution / active EE | $841 | $2,316-63.7% | $3,025-72.2% | $2,671-68.5% |
| Participant deferral / active EE | $47 | $3,320-98.6% | $4,439-98.9% | $4,126-98.9% |
| Admin fee / account holder | $1,401 | $4,115-66.0% | $5,619-75.1% | $5,651-75.2% |