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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 | $104,270 | $111,830-6.8% | $93,696+11.3% | $145,884-28.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 2.66% | 204.08%-201.4pp | 133.74%-131.1pp | 551.85%-549.2pp |
| Employer contribution / active EE | $582 | $3,093-81.2% | $2,422-76.0% | $4,662-87.5% |
| Participant deferral / active EE | $945 | $4,920-80.8% | $4,417-78.6% | $6,690-85.9% |
| Admin fee / account holder | $15,016 | $10,249+46.5% | $8,287+81.2% | $13,392+12.1% |