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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 | $65,664 | $62,393+5.2% | $120,580-45.5% | $74,478-11.8% |
| Participation rate | 9.8% | 56.8%-46.9pp | 72.0%-62.1pp | 67.2%-57.4pp |
| Annual return | 8.95% | 18.61%-9.7pp | 107.48%-98.5pp | 1370.56%-1361.6pp |
| Employer contribution / active EE | $0 | $1,845-100.0% | $3,469-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $554 | $2,886-80.8% | $4,995-88.9% | $4,350-87.3% |
| Admin fee / account holder | $4,314 | $2,396+80.0% | $9,418-54.2% | $1,946+121.7% |