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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 | $52,083 | $49,199+5.9% | $121,204-57.0% | $75,173-30.7% |
| Participation rate | 17.7% | 55.4%-37.7pp | 69.5%-51.8pp | 67.2%-49.5pp |
| Annual return | 12.23% | 56.04%-43.8pp | 987.18%-975.0pp | 160.72%-148.5pp |
| Employer contribution / active EE | $326 | $1,547-78.9% | $4,170-92.2% | $2,671-87.8% |
| Participant deferral / active EE | $735 | $2,630-72.1% | $4,083-82.0% | $4,126-82.2% |
| Admin fee / account holder | $1,126 | $3,946-71.5% | $5,651-80.1% | $5,651-80.1% |