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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 | $111,830-28.3% | $93,696-14.4% | $145,884-45.0% |
| Participation rate | 38.5% | 74.2%-35.8pp | 68.7%-30.3pp | 80.3%-41.8pp |
| Annual return | 3.65% | 204.08%-200.4pp | 133.74%-130.1pp | 551.85%-548.2pp |
| Employer contribution / active EE | $607 | $3,093-80.4% | $2,422-74.9% | $4,662-87.0% |
| Participant deferral / active EE | $624 | $4,920-87.3% | $4,417-85.9% | $6,690-90.7% |
| Admin fee / account holder | $22,588 | $10,249+120.4% | $8,287+172.6% | $13,392+68.7% |