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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 | $19,781 | $80,812-75.5% | $160,784-87.7% | $82,448-76.0% |
| Participation rate | 69.2% | 66.2%+3.0pp | 77.0%-7.7pp | 68.1%+1.2pp |
| Annual return | 10.20% | 100.59%-90.4pp | 1803.92%-1793.7pp | 41.64%-31.4pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,267 | $4,335-70.8% | $6,293-79.9% | $4,139-69.4% |
| Admin fee / account holder | $6,393 | $7,695-16.9% | $9,717-34.2% | $7,234-11.6% |