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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 | $83,157 | $111,785-25.6% | $93,669-11.2% | $145,877-43.0% |
| Participation rate | 45.5% | 74.2%-28.8pp | 68.7%-23.3pp | 80.3%-34.8pp |
| Annual return | 6.99% | 203.79%-196.8pp | 133.59%-126.6pp | 551.28%-544.3pp |
| Employer contribution / active EE | $663 | $3,096-78.6% | $2,424-72.6% | $4,663-85.8% |
| Participant deferral / active EE | $737 | $4,919-85.0% | $4,416-83.3% | $6,691-89.0% |
| Admin fee / account holder | $2,505 | $10,256-75.6% | $8,291-69.8% | $13,402-81.3% |