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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 | $75,917 | $57,312+32.5% | $86,617-12.4% | $75,181+1.0% |
| Participation rate | 45.7% | 63.2%-17.5pp | 71.7%-26.0pp | 67.2%-21.5pp |
| Annual return | 12.97% | 2672.78%-2659.8pp | 591.91%-578.9pp | 160.69%-147.7pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $620 | $3,319-81.3% | $4,437-86.0% | $4,126-85.0% |
| Admin fee / account holder | $2,535 | $4,114-38.4% | $5,613-54.8% | $5,650-55.1% |