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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 | $90,928 | $65,440+38.9% | $98,506-7.7% | $85,851+5.9% |
| Participation rate | 32.4% | 65.0%-32.6pp | 73.3%-40.9pp | 69.3%-36.9pp |
| Annual return | 10.29% | 21.75%-11.5pp | 1494.92%-1484.6pp | 318.63%-308.3pp |
| Employer contribution / active EE | $342 | $2,169-84.2% | $2,961-88.4% | $2,565-86.7% |
| Participant deferral / active EE | $610 | $3,168-80.7% | $4,277-85.7% | $3,952-84.6% |
| Admin fee / account holder | $24,190 | $4,596+426.4% | $5,955+306.2% | $6,261+286.4% |