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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 | $76,117 | $60,128+26.6% | $90,440-15.8% | $79,852-4.7% |
| Participation rate | 19.8% | 65.0%-45.2pp | 72.7%-52.9pp | 69.6%-49.8pp |
| Annual return | 4.68% | 71.95%-67.3pp | 1294.38%-1289.7pp | 31.72%-27.0pp |
| Employer contribution / active EE | $246 | $2,068-88.1% | $3,263-92.5% | $2,471-90.0% |
| Participant deferral / active EE | $753 | $2,939-74.4% | $3,964-81.0% | $3,740-79.9% |
| Admin fee / account holder | $396 | $3,977-90.0% | $5,615-92.9% | $5,306-92.5% |