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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 | $62,409+5.2% | $120,524-45.5% | $74,429-11.8% |
| Participation rate | 9.8% | 56.8%-46.9pp | 71.9%-62.1pp | 67.2%-57.4pp |
| Annual return | 8.95% | 18.62%-9.7pp | 107.36%-98.4pp | 1368.38%-1359.4pp |
| Employer contribution / active EE | $0 | $1,847-100.0% | $3,469-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $554 | $2,888-80.8% | $4,994-88.9% | $4,348-87.3% |
| Admin fee / account holder | $4,314 | $2,394+80.2% | $9,440-54.3% | $1,944+121.9% |