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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 | $85,961 | $66,444+29.4% | $120,225-28.5% | $79,634+7.9% |
| Participation rate | 6.3% | 42.8%-36.5pp | 69.6%-63.3pp | 62.5%-56.2pp |
| Annual return | 13.19% | 53.37%-40.2pp | 439.23%-426.0pp | 36.46%-23.3pp |
| Employer contribution / active EE | $148 | $1,860-92.1% | $3,475-95.8% | $2,529-94.2% |
| Participant deferral / active EE | $269 | $2,798-90.4% | $3,999-93.3% | $3,835-93.0% |
| Admin fee / account holder | $845 | $1,295-34.8% | $5,696-85.2% | $1,002-15.6% |