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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 | $142,606 | $102,385+39.3% | $147,080-3.0% | $80,935+76.2% |
| Participation rate | 54.5% | 75.9%-21.3pp | 82.2%-27.6pp | 67.7%-13.1pp |
| Annual return | 9.28% | 135.09%-125.8pp | 420.17%-410.9pp | 35.66%-26.4pp |
| Employer contribution / active EE | $3,194 | $3,717-14.1% | $4,933-35.3% | $2,757+15.9% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $961 | $7,951-87.9% | $12,989-92.6% | $6,924-86.1% |