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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 | $60,697 | $60,139+0.9% | $90,461-32.9% | $79,856-24.0% |
| Participation rate | 43.6% | 65.0%-21.4pp | 72.7%-29.1pp | 69.6%-26.1pp |
| Annual return | 9.86% | 71.96%-62.1pp | 1294.76%-1284.9pp | 31.71%-21.9pp |
| Employer contribution / active EE | $555 | $2,069-73.2% | $3,264-83.0% | $2,471-77.6% |
| Participant deferral / active EE | $727 | $2,939-75.3% | $3,964-81.7% | $3,741-80.6% |
| Admin fee / account holder | $12,664 | $3,978+218.3% | $5,617+125.5% | $5,306+138.6% |