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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 | $64,019 | $47,479+34.8% | $62,929+1.7% | $82,448-22.4% |
| Participation rate | 58.6% | 66.9%-8.2pp | 73.1%-14.5pp | 68.1%-9.4pp |
| Annual return | 10.46% | 20.34%-9.9pp | 1063.93%-1053.5pp | 41.64%-31.2pp |
| Employer contribution / active EE | $4,607 | $1,885+144.4% | $2,505+84.0% | $2,551+80.6% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $22,257 | $3,804+485.1% | $5,065+339.5% | $7,234+207.7% |