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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 | $80,209 | $111,785-28.2% | $93,669-14.4% | $145,877-45.0% |
| Participation rate | 38.5% | 74.2%-35.8pp | 68.7%-30.3pp | 80.3%-41.8pp |
| Annual return | 3.65% | 203.79%-200.1pp | 133.59%-129.9pp | 551.28%-547.6pp |
| Employer contribution / active EE | $607 | $3,096-80.4% | $2,424-75.0% | $4,663-87.0% |
| Participant deferral / active EE | $624 | $4,919-87.3% | $4,416-85.9% | $6,691-90.7% |
| Admin fee / account holder | $22,588 | $10,256+120.3% | $8,291+172.4% | $13,402+68.5% |