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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 | $75,508 | $55,423+36.2% | $155,602-51.5% | $74,400+1.5% |
| Participation rate | 30.1% | 61.9%-31.8pp | 78.2%-48.1pp | 67.2%-37.1pp |
| Annual return | 8.72% | 269.07%-260.4pp | 64.81%-56.1pp | 1367.51%-1358.8pp |
| Employer contribution / active EE | $508 | $2,266-77.6% | $4,675-89.1% | $2,624-80.6% |
| Participant deferral / active EE | $667 | $2,835-76.5% | $5,629-88.2% | $4,348-84.7% |
| Admin fee / account holder | $19,965 | $1,744+1044.4% | $15,923+25.4% | $1,944+927.2% |