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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 | $62,860 | $59,456+5.7% | $93,669-32.9% | $74,429-15.5% |
| Participation rate | 26.3% | 59.6%-33.3pp | 68.7%-42.4pp | 67.2%-40.9pp |
| Annual return | 10.54% | 82.00%-71.5pp | 133.59%-123.1pp | 1368.38%-1357.8pp |
| Employer contribution / active EE | $447 | $1,266-64.7% | $2,424-81.6% | $2,625-83.0% |
| Participant deferral / active EE | $1,041 | $3,052-65.9% | $4,416-76.4% | $4,348-76.1% |
| Admin fee / account holder | $11,360 | $3,026+275.4% | $8,291+37.0% | $1,944+484.3% |